Todd Wilson, financial advisor Glastonbury CT

Todd Wilson

CRD Number: 4936847
Current Firm: Usi Advisors

Todd Wilson (CRD# 4936847) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 16 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Usi Securities Glastonbury, CT Sep 2021 - Current < 1
Usi Consulting Group Glastonbury, CT Sep 2019 - Current 2
Usi Advisors Glastonbury, CT Sep 2019 - Current 2
Gwfs Equities, Inc. Oak Ridge, TN Apr 2014 - Sep 2019 5
Lpl Financial Charlotte, NC May 2013 - Apr 2014 < 1
Capital Bank Finanical Knoxville, TN Jan 2013 - Apr 2014 1
Suntrust Investment Services, Inc. Atlanta, GA Aug 2008 - Jan 2013 4
Suntrust Bank Knoxville, TN Jun 2008 - Jan 2013 4
Suntrust Bank Knoxville, TN Jun 2008 - Jan 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Todd E. Wilson
Phone Number: 860-633-5283
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    32,234
    MILLIONS
  • Total Number of Accounts
    1,171
    ACCOUNTS
  • Average Account Value
    $27,526,656
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, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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