Us Financial Advisors, LLC

Us Financial Advisors, LLC (CRD# 108763) is a financial advisory firm headquartered in Braintree, MA. They manage $370,952,108 in 1,600 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $231,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Us Financial Advisors, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Thomas H. Fletcher
CRD#: 1271532
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
96
Wealthminder
score

Thomas Fletcher (CRD# 1271532) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 7 years of experience in the finance industry. Thomas Fletcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin N. Haas
CRD#: 5125147
3477 Corporate Pkwy, Center Valley, PA 18034
96
Wealthminder
score

Benjamin Haas (CRD# 5125147) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Center Valley, PA and has over 10 years of experience in the finance industry. Benjamin Haas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Therese R. Nicklas
CRD#: 4410823
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
96
Wealthminder
score

Therese Nicklas (CRD# 4410823) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 15 years of experience in the finance industry. Therese Nicklas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard H. Ropelewski
CRD#: 4530402
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
96
Wealthminder
score

Richard Ropelewski (CRD# 4530402) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 14 years of experience in the finance industry. Richard Ropelewski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Alexander G. Weiss
CRD#: 5345503
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
96
Wealthminder
score

Alexander Weiss (CRD# 5345503) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 7 years of experience in the finance industry. Alexander Weiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael Alexander
CRD#: 4285041
15 Valley Road, 3rd Flooor, Greenwich, CT 06831
93
Wealthminder
score

Michael Alexander (CRD# 4285041) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Greenwich, CT and has over 13 years of experience in the finance industry.

7
Robert D. Crawford
CRD#: 1135287
330 N. Brand Boulevard, Suite 200, Glendale, CA 91203
93
Wealthminder
score

Robert Crawford (CRD# 1135287) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Glendale, CA and has over 20 years of experience in the finance industry.

8
Brian J. Gaffney
CRD#: 4828586
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
93
Wealthminder
score

Brian Gaffney (CRD# 4828586) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 12 years of experience in the finance industry.

9
George V. Howe
CRD#: 2260666
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
93
Wealthminder
score

George Howe (CRD# 2260666) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 24 years of experience in the finance industry.

10
Max Kolbrenner
CRD#: 4474808
15 Valley Road, 3rd Floor, Greenwich, CT 06831
93
Wealthminder
score

Max Kolbrenner (CRD# 4474808) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Greenwich, CT and has over 14 years of experience in the finance industry.

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