Patricia Ann Almony
Investment Adviser Representative at ESI FINANCIAL ADVISORS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patricia Ann Almony has worked in the securities industry since 1990. They are registered to provide investment advisory services in 10 U.S. states.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $1 to $1,000,000 | 1.00% |
| $1,000,001 to $2,500,000 | 0.75% |
| $2,500,001 to $4,999,999 | 0.60% |
| $5,000,000 to $10,000,000 | 0.50% |
| $10,000,001 or more | 0.35% |
Firm-stated minimum; may be waived at the firm's discretion.
ESI Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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