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).

By the Numbers
  • Total Assets Under Management
    41,618
    MILLION
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $30,873,933
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
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, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Usi Advisors
Showing 11 - 20 of 58 top financial advisors.
11
Bob R. Cross
CRD#: 2379247
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

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.

12
Sandra Cross
CRD#: 6421991
900 South Gay Street, Suite 1796, Knoxville, TN 37902

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.

13
James A. Cutler
CRD#: 3052043
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

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.

14
Gerard O. De Labry
CRD#: 4887866
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033

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.

15
Paul W. Denu
CRD#: 2137630
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

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.

16
Joseph F. Derosa
CRD#: 4046934
,

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.

17
Patrick M. Edwards
CRD#: 5375696
312 Elm Street, 24th Floor, Cincinnati, OH 45202

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.

18
James M. Frits
CRD#: 2879566
601 Union Street, Suite 1000, Seattle, WA 98101

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.

19
Teodora K. Grant
CRD#: 4769504
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

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.

20
Stuart H. Herskowitz
CRD#: 2279911
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033

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.

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