ESL Investment Services, LLC
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 139176
- Registered since
- July 21, 2006
- Website
- www.esl.org
Firm profile
FINTRXOverview
ESL Investment Services, LLC is organized as a limited liability company and operates as a conventional broker‑dealer. The firm is owned through a combination of a domestic entity and an individual. Publicly available firm attributes indicate it is not positioned as a capital allocator, is not active on ESG mandates, and does not present itself as a multi‑state adviser or pension consultant. Filings tied to the firm point to activity in publicly traded securities rather than private or alternative vehicles, suggesting its operational focus is execution and position‑level management in listed markets rather than providing multi‑jurisdictional advisory services.
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Joelle Donahoe
Chief Compliance OfficerCRD 2678810
David Militello
ContractorCRD 8125695
Richard Pisaneschi
ContractorCRD 8125762
Contacts
3 of 60
Robert Walker
Wealth ManagerCRD 4410518

Brian Murray
Wealth ManagerCRD 3274221

Serafino Iantorno
Financial ConsultantCRD 4088410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$562M in ETFs
74%
$415M
26%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $152M | 202,449 | 26.98% |
Location
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 225 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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