Stephanie Slappendel-Modean, financial advisor Glastonbury CT
89 score

Stephanie Slappendel-Modean

CRD Number: 6236299
Current Firm: Usi Advisors

Stephanie Slappendel-Modean (CRD# 6236299) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Usi Advisors, Inc. Glastonbury, CT Mar 2014 - Current 2
Usi Consulting Group Glastonbury, CT Aug 2013 - Current 3
Dress For Success Hartford Hartford, CT Feb 2013 - Feb 2016 3
Big Y Supermarkets Manchester, CT Mar 2013 - Aug 2013 < 1
Gottier Investments Windsor, CT Mar 2013 - Aug 2013 < 1
C1000 Supermarket Zevenhuizen, Jun 2012 - Feb 2013 < 1
Kohl's Department Stores Manchester, CT Aug 2011 - Apr 2012 < 1
Ceres Boston, MA Jun 2011 - Aug 2011 < 1
J.c. Neu & Associates Red Banks, NJ Oct 2010 - Jun 2011 < 1
United Nations Assistance To The Khmer Rouge Trials Manchester, CT Oct 2010 - Feb 2011 < 1
None Manchester, CT May 2010 - Oct 2010 < 1
Massachusetts State House Boston, MA Jan 2010 - May 2010 < 1
Boston University School Of Law Boston, MA Aug 2009 - May 2010 < 1
None Moerkapelle, Jun 2009 - Aug 2009 < 1
De Vries Juristen B.v. Woerden, Jan 2005 - Jun 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Stephanie C. Slappendel-Modean
Phone Number: 860-633-5283
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    8,356
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $22,283,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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