Sean David Relyea
Investment adviser representative at Esi Financial Advisors
10 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
10 years in the industry.
- Equity Services, Inc.Feb 2025 to now
- National Life GroupJan 2025 to now
- Red Door Realty NYJul 2023 to now
- Miller Energy Inc.Mar 2023 to now
- Serenity Real Estate TeamApr 2023 to Jul 2023
- Diamond Key Realty NYJul 2022 to Apr 2023
- Core Tech Industrial CorporationJun 2019 to Mar 2023
- Clarkson UniversityNov 2018 to Mar 2019
- Hazen EnterprisesAug 2018 to May 2019
- The Fulton GroupMay 2018 to Jan 2019
- Petersen Guadagnolo Consult EngineersMay 2017 to Aug 2017
- Mitten ManufacturingMay 2016 to May 2018
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
- 7993320
- Firm CRD
- 265