Boris Natyshak (CRD# 2129763) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 15 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 Consulting Group | Glastonbury, CT | May 2018 - Current | 5 |
| Usi Securities, Inc. | Glastonbury, CT | May 2018 - Current | 5 |
| Usi Advisors, Inc. | Glastonbury, CT | May 2018 - Current | 5 |
| Devonshire Reit, Ii | Whitehouse, OH | Nov 2016 - Apr 2018 | 1 |
| Pentegra Distributors Inc. | Shelton, CT | Jan 2015 - Nov 2016 | 1 |
| Pentegra Investors Inc. | Shelton, CT | Jan 2015 - Nov 2016 | 1 |
| Pentegra Services, Inc. | White Plains, NY | Jan 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- MI
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Total Assets Under Management41,618MILLIONS
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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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