Kathleen Sebetka, financial advisor Glastonbury CT

Kathleen Sebetka

CRD Number: 4252131
Current Firm: Usi Advisors

Kathleen Sebetka (CRD# 4252131) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Usi Advisors, Inc. Glastonbury, CT Nov 2012 - Current 8
Usi Consulting Group, Inc. Glastonbury, CT Oct 2011 - Current 9
Usi Securities, Inc. Glastonbury, CT Oct 2011 - Current 9
American United Life Indianapolis, IN Dec 2003 - Sep 2011 7
Oneamerica Securities Indianapolis, IN Dec 2003 - Sep 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Kathleen A. Sebetka
Phone Number: 860-633-5283
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23,375
    MILLIONS
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $27,927,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, NC, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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