Usi Advisors

Usi Advisors (CRD# 108113) is a financial advisory firm headquartered in Glastonbury, CT. They manage $32,233,714,649 in 1,171 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    32,234
    MILLION
  • 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
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, 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

Financial Advisors at Usi Advisors
Showing 1 - 10 of 62 top financial advisors.
1
Kent L. Accola
CRD#: 5998980
601 Union Street, Suite 1000, Seattle, WA 98101

Kent Accola (CRD# 5998980) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 9 years of experience in the finance industry.

2
Christopher R. Ardizzone
CRD#: 6865071
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

Christopher Ardizzone (CRD# 6865071) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 4 years of experience in the finance industry.

3
Derek J. Bailey
CRD#: 5234225
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

Derek Bailey (CRD# 5234225) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 14 years of experience in the finance industry.

4
Michael S. Banks
CRD#: 6927524
1 Concourse Parkway Ne, Suite 700, Atlanta, GA 30328

Michael Banks (CRD# 6927524) is an Investment Advisor Representative working at Usi Advisors in Atlanta, GA and has over 3 years of experience in the finance industry.

5
Ryan H. Boutwell
CRD#: 4321586
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

Ryan Boutwell (CRD# 4321586) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 20 years of experience in the finance industry.

6
Thomas A. Braile
CRD#: 4872723
2375 E. Camelback Road, Suite 250, Phoenix, AZ 85016

Thomas Braile (CRD# 4872723) is an Investment Advisor Representative working at Usi Advisors in Phoenix, AZ and has over 14 years of experience in the finance industry.

7
David M. Brisnehan
CRD#: 5464653
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 13 years of experience in the finance industry.

8
Edward B. Bronkhorst
CRD#: 6854756
900 South Gay Street, Suite 1796, Knoxville, TN 37902

Edward Bronkhorst (CRD# 6854756) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 4 years of experience in the finance industry.

9
Sarah J. Bruno
CRD#: 5090813
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

Sarah Bruno (CRD# 5090813) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 15 years of experience in the finance industry.

10
Alex W. Cabe
CRD#: 6987624
3190 Fairview Park Drive, Suite 400, Falls Church, VA 22042

Alex Cabe (CRD# 6987624) is an Investment Advisor Representative working at Usi Advisors in Falls Church, VA and has 1 year of experience in the finance industry.

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