Michael Welz (CRD# 4308110) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 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 Advisors | Glastonbury, CT | Jul 2014 - Current | 9 |
| Usi Consulting Group | Glastonbury, CT | Feb 2010 - Current | 14 |
| Usi Securities, Inc. | Glastonbury, CT | Feb 2010 - Current | 14 |
| Usi Advisors, Inc. | Glastonbury, CT | Feb 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- CT
- TX
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Total Assets Under Management41,618MILLIONS
-
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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