Michael Alimo, financial advisor Glastonbury CT

Michael Alimo

CRD Number: 4727586
Current Firm: U.s.a. Financial & Tax Services, LLC

Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Usa Financial & Tax Services, LLC Glastonbury, CT Nov 2021 - Current 2
Usa Financial & Tax Services, LLC Glastonbury, CT Jan 2015 - Current 9
Capital Asset Advisory Services, LLC Haslett, MI Dec 2012 - Nov 2021 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Michael J. Alimo
Phone Number: 860-430-2138
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $307,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

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