Usa Asset Management, LLC

Usa Asset Management, LLC (CRD# 130946) is a financial advisory firm headquartered in Orlando, FL. They manage $28,850,000 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $142,822
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

CA, NC, NV

Financial Advisors at Usa Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Denise G. Gallego
CRD#: 4445307
16425 Santa Bianca Drive, Hacienda Heights, CA 91745
93
Wealthminder
score

Denise Gallego (CRD# 4445307) is an Investment Advisor Representative working at Usa Asset Management, LLC in Hacienda Heights, CA and has over 16 years of experience in the finance industry.

2
Raana Hasnat
CRD#: 4279359
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Raana Hasnat (CRD# 4279359) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 17 years of experience in the finance industry.

3
Marcus A. Mendez
CRD#: 3188441
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Marcus Mendez (CRD# 3188441) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

4
Donald J. Moine
CRD#: 4801744
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Donald Moine (CRD# 4801744) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 14 years of experience in the finance industry.

5
Aldo J. Saenz
CRD#: 5017031
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Aldo Saenz (CRD# 5017031) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 11 years of experience in the finance industry.

6
Cynthia Santacruz
CRD#: 4526221
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Cynthia Santacruz (CRD# 4526221) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

7
Caroline M. Peek
CRD#: 3050450
7810 Ballantyne Commons Parkway, Suite 300, Charlotte, NC 28277
81
Wealthminder
score

Caroline Peek (CRD# 3050450) is an Investment Advisor Representative working at Usa Asset Management, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.