Patrick De tolla
Investment adviser representative at Esi Financial Advisors
12 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
12 years in the industry.
- Equity Services, Inc.Jan 2026 to now
- National Life GroupDec 2025 to now
- Cetera Investment Advisers LLCFeb 2025 to Oct 2025
- Cetera Wealth Services, LLCSep 2024 to Oct 2025
- Port Jeff Brewing CompanyOct 2021 to Dec 2025
- Jared Peyster Allstate AgencyFeb 2021 to Nov 2022
- UnemployedJan 2020 to Feb 2021
- The Country CornerApr 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7958591
- Firm CRD
- 265