Geneos Wealth Management
38yrs
Top advisor by experience in Oneonta
35yrs
David Joseph Chiusano
Financial advisor at ESI Financial Advisors
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
OfficeOneonta, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2014 – nowEquity Services, Inc.Current firm
- 2003 – 2014MSI Financial Services, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call ESI Financial Advisors at 800-344-7437 and ask for David Joseph Chiusano. David works from the Oneonta, NY office.
How long has David been a financial advisor?
David has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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