William Blair & Company
47yrs
Top advisor by experience in Illinois
28yrs
Daniel Negin
Financial advisor at ESI Financial Advisors
Based in Chicago, Illinois, Daniel Negin is a fiduciary financial advisor with 28 years of industry experience. Daniel has been with ESI Financial Advisors since 2026. ESI Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience in Chicago
Office1 N. Franklin St Suite 3450, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
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.
Career
- Jan 2026 – nowEquity Services, Inc.Current firm
Contact Daniel
(800) 344-7437Firm headquarters in Montpelier, VT. Ask for Daniel. 1 N. Franklin St Suite 3450Chicago, IL 60606Office · Get directions Firm websiteHTTPS://WWW.EQUITY-SERVICES.COM
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Questions to ask Daniel
Tailored to Daniel’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
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About Daniel
How do I contact Daniel?
Call ESI Financial Advisors at (800) 344-7437 and ask for Daniel Negin. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1998, about 28 years. Top 17% by experience in Chicago.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel 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 Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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