Usi Advisors
Usi Advisors (CRD# 108113) is a financial advisory firm headquartered in Glastonbury, CT. They manage $41,618,061,377 in 1,348 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management41,618MILLION
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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
Bob Cross (CRD# 2379247) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 30 years of experience in the finance industry.
Sandra Cross (CRD# 6421991) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 8 years of experience in the finance industry.
James Cutler (CRD# 3052043) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 25 years of experience in the finance industry.
Gerard De Labry (CRD# 4887866) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 15 years of experience in the finance industry.
Paul Denu (CRD# 2137630) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Joseph Derosa (CRD# 4046934) is an Investment Advisor Representative working at Usi Advisors in , and has over 13 years of experience in the finance industry.
Patrick Edwards (CRD# 5375696) is an Investment Advisor Representative working at Usi Advisors in Cincinnati, OH and has over 16 years of experience in the finance industry.
James Frits (CRD# 2879566) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 26 years of experience in the finance industry.
Teodora Grant (CRD# 4769504) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 19 years of experience in the finance industry.
Stuart Herskowitz (CRD# 2279911) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 31 years of experience in the finance industry.