Brenda Bachman (CRD# 4924561) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 18 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usi Consulting Group | Glastonbury, CT | Oct 2023 - Current | < 1 |
| Usi Advisors | Glastonbury, CT | Oct 2023 - Current | < 1 |
| Hooker & Holcombe Investment Advisors | Bloomfield, CT | Aug 2018 - Current | 5 |
| Pensionmark Securities, LLC | Santa Barbara, CA | Aug 2018 - Oct 2023 | 5 |
| C.m. Smith Financial, Inc. | Hartford, CT | Jan 2017 - Aug 2023 | 6 |
| Cetera Advisor Networks LLC | Elsegundo, CA | Sep 2013 - Aug 2018 | 4 |
| Cm Smith Financial | Hartford, CT | Jan 2006 - Aug 2018 | 12 |
| Massmutual | Springfield, MA | Feb 2005 - Aug 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- CT
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Total Assets Under Management41,618MILLIONS
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Total Number of Accounts1,348ACCOUNTS
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Average Account Value$30,873,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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