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
Tracy Van Horn (CRD# 5233653) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 18 years of experience in the finance industry.
Stuart Wallace (CRD# 3138253) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 25 years of experience in the finance industry.
Scott Waskiewicz (CRD# 6318015) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 9 years of experience in the finance industry.
Michael Welz (CRD# 4308110) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Michael Wyman (CRD# 3019812) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 16 years of experience in the finance industry.
Stephen Yeung (CRD# 5687876) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 15 years of experience in the finance industry.
Jonathan Zeiger (CRD# 2447142) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 30 years of experience in the finance industry.
Bart Ballinger (CRD# 2304993) is an Investment Advisor Representative working at Usi Advisors in Los Angeles, CA and has over 30 years of experience in the finance industry.
Marvin Deaver (CRD# 2726857) is an Investment Advisor Representative working at Usi Advisors in Dallas, TX and has over 27 years of experience in the finance industry.
Brandon Fox (CRD# 7115576) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 3 years of experience in the finance industry.