The QI File

Qualified Intermediary

Exchange Solutions

Exchange Solutions, Inc. · Firm website

FEA membership
FEA member
CES® holders
Diane Schaefer, Owner/President, CES®
Fidelity bond
Not published on cited pages
E&O / other cover
Not published on cited pages
How funds are held
Funds unknown
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-13

Fund handling

Homepage lists Secured Funds among services. That is a marketing heading, not a custody mechanic. Educational articles on the same site discuss segregated escrow accounts as industry advice when choosing a QI; those articles are not a statement that Exchange Solutions, Inc. holds client proceeds in a named segregated account. Dual-signature / QEA wire control is not on the pages cited.

Who it is for

New York boutique QI for exchangers who want Exchange Solutions, Inc. — a nationwide practice with a named CES® owner — to run delayed, reverse, and improvement / build-to-suit exchanges. Public brand: Exchange Solutions. Legal name on the team page: Exchange Solutions, Inc. Phone on the homepage and team page: 516.771.2400. A street HQ is not printed on those two pages. Senior Exchange Coordinators on Our Team: Melissa Cheverko and Kim Rincones — coordinators, not CES® unless a primary page says so (it does not). DST is not on the pages cited.

Verdict

Long Island / New York QI with a company FEA-member claim, a named CES® president, and published reverse plus improvement / build-to-suit. Homepage also says the firm is bonded and insured — without dollar amounts. That is enough to list as a boutique file. Where the money sits (bank name, segregated vs pooled, dual-signature wires), bond and E&O dollars, a street address, a fee card, and DST are not on the homepage or team page. Educational articles about segregated accounts are how-to-choose-a-QI copy, not ESI’s published custody sentence. Ask for today’s certificates, the live account title, and who can release the wire before a large transfer.

Notes

This is a QI custody file, not a securities offering. The homepage and Our Team page use Exchange Solutions as the public brand and Exchange Solutions, Inc. as the legal name. Exchange Solutions, Inc. is the intermediary that would hold exchange proceeds. A Delaware statutory trust is typically a securities offering sold by a sponsor and registered representatives — a different product. Those two pages do not publish a DST desk.

Homepage: “Members of the FEA and CES®.” Our Team: Exchange Solutions, Inc. and its officers are members of the Federation of Exchange Accommodators. Those are company claims.

Our Team: Diane Schaefer, Owner/President, CES®. The same bio calls her a long-standing member of the FEA — a people-FEA line next to the company sentence. Melissa Cheverko and Kim Rincones are listed as Senior Exchange Coordinators. They are not added as CES® holders.

Homepage and team page publish delayed, reverse, and improvement / build-to-suit (construction) exchanges. Homepage: bonded and insured. Dollar amounts are not published.

Homepage service list includes “Secured Funds.” That heading is not a bank name, not a segregated-vs-pooled sentence, and not a dual-signature rule. Site articles that explain segregated escrow accounts as something to ask a QI are educational, not ESI’s own custody mechanic.

Phone on the homepage and team page: 516.771.2400. A street address is not on those pages (accessed 2026-09-13). Do not invent Garden City or another city from a directory.

No public fee card, float sentence, DST desk, or state 1031-QI registration roster on the pages cited. Ask Exchange Solutions, Inc. for today’s bond and insurance certificates, the live account title, whether a second signature is required to move funds, and who can release the wire — then read those papers, not this summary.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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