Alfredo Atencio
Investment Adviser Representative at ESI Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alfredo Atencio is an investment adviser representative with ESI Financial Advisors in Freeport, FL, where they have been registered since 2026. They have worked in the securities industry since 2025 and have been registered with 3 firms, including PARK Avenue Securities LLC and Simplicity Wealth. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Simplicity WealthDec 2024 – Apr 2025Summit, NJ
- Bright Financial InsuranceJul 2017 – Apr 2025Freeport, FL
- At&tJan 2016 – May 2017Miami, FL
- HondaJan 2014 – Dec 2016Largo, FL
- Guardian LIFE Insurance CompanyMar 2025 – Dec 2025Miramar Beach, FL
- PARK Avenue SecuritiesMay 2025 – Dec 2025Miramar Beach, FL
- National LIFE GroupJan 2026 – Jun 2026Freeport, FL
- Equity Services IncJan 2026 – Jun 2026Montpelier, VT
- Desert Rose Capital ManagementJun 2026 – Sep 2026Meridian, ID
- Foundations Investment Advisors, LLCSep 2026 – no end date reportedDoral, FL
- VERO Wealth SolutionsAug 2026 – no end date reportedDoral, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ESI Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $10,000
- $1 to $1,000,0001.00%
- $1,000,001 to $2,500,0000.75%
- $2,500,001 to $4,999,9990.60%
- $5,000,000 to $10,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Broker-dealer and registered investment adviser services for financial professionals, including operations support, compliance collaboration, business development resources, sales and marketing resources, software integration, and advisory services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 532
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Montpelier, VT
- Founded:
- 1968
- SEC file number:
- 801-41722
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at ESI Financial Advisors
Showing 12 of 532 in the directory
Similar advisors in Freeport, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alfredo Atencio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched