Elizabeth Ann Hoffman
Investment adviser representative at Esi Financial Advisors
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Elizabeth Ann Hoffman? Claim your profile
Contact this firm
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.Mar 2026 to now
- The Vermont AgencyMar 2026 to now
- Equitable Advisors, LLC.May 2025 to Feb 2026
- CdphpFeb 2023 to Jun 2025
- TargetMar 2022 to Aug 2023
- Vascular Health PartnersFeb 2021 to Jan 2023
- Burtons Grill & BarJan 2019 to Mar 2021
- Bath & Body Works, LLCNov 2017 to Mar 2021
- Salem State UniversityAug 2017 to May 2020
- UnemployedJun 2017 to Jul 2017
- East Carolina UniversityAug 2016 to May 2017
- Regal CinemasFeb 2016 to Apr 2017
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
- 8030484
- Firm CRD
- 265