Kyle Joseph Sanger
Investment adviser representative at Esi Financial Advisors
8 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Equity Services, Inc.Nov 2023 to now
- National Life GroupOct 2023 to now
- Solar Dad and SonsJun 2016 to now
- Equitable Advisors, LLCMay 2023 to Aug 2023
- UpsNov 2020 to Jan 2021
- Sun and Ski SportsSep 2020 to May 2021
- Cellular SalesMar 2020 to Jul 2020
- State University At AlbanyAug 2019 to May 2023
- Big Bounce TheoryMar 2017 to May 2020
- Dj SpynJun 2016 to Aug 2022
- New Image GymnasticsAug 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7734334
- Firm CRD
- 265