Morgan Stanley
46yrs
Top advisor by experience in Melville
11yrs
Eric Wolfe is a fiduciary financial advisor in Melville, New York, with 11 years in the industry. After a year at MML Investors Services, Eric joined ESI Financial Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office225 Broadhollow Road Suite 301, Melville, NY 11747
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
- 2023 – nowEquity Services, Inc.Current firm
- Mar 2022 – Jul 2023MML Investors Services, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 Eric
How do I contact Eric?
Call ESI Financial Advisors at 800-344-7437 and ask for Eric Wolfe. Eric works from the Melville, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric 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 Eric 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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