Trystan J Maddalena
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.Oct 2024 to now
- The Vermont AgencyOct 2024 to now
- Vermont Tent CompanyMay 2023 to Sep 2024
- The EdgeDec 2022 to Mar 2023
- Saint MichaelsAug 2020 to May 2024
- Essex Parks and RecreationJun 2018 to Aug 2022
- HoagiesMay 2017 to Sep 2017
- Essex Westford School DistrictOct 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 7999299
- Firm CRD
- 265