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
Denise Obrien (CRD# 3216507) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
Bindu Patel (CRD# 4115483) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
Belle Plateroti (CRD# 7014841) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 5 years of experience in the finance industry.
Melody Prescott (CRD# 4400420) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 21 years of experience in the finance industry.
Mark Sarlo (CRD# 2986074) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 26 years of experience in the finance industry.
Kathleen Sebetka (CRD# 4252131) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Truong Tang (CRD# 4531461) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 22 years of experience in the finance industry.
Alba Tedone (CRD# 5850769) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 13 years of experience in the finance industry.
William Tremko (CRD# 4495149) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 22 years of experience in the finance industry.
Michael Van Der Velden (CRD# 1556739) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 26 years of experience in the finance industry.