Joseph Derosa (CRD# 4046934) is an Investment Advisor Representative working at Usi Advisors in , and has over 13 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usi Advisors | Glastonbury, CT | Feb 2015 - Current | 9 |
| Usi Securities | Glastonbury, CT | Jun 2010 - Current | 13 |
| Usi Consulting Group | Glastonbury, CT | Apr 2010 - Current | 14 |
| Usi Advisors | Glastonbury, CT | Apr 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- 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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