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
Wayne Graves (CRD# 7475667) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has 1 year of experience in the finance industry.
Shawn Heron (CRD# 2975479) is an Investment Advisor Representative working at Usi Advisors in New York, NY and has over 26 years of experience in the finance industry.
Crystal Hill (CRD# 6708869) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 6 years of experience in the finance industry.
Brian Robb (CRD# 2443748) is an Investment Advisor Representative working at Usi Advisors in Dallas, TX and has over 30 years of experience in the finance industry.
Austin Robinson (CRD# 7238041) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 3 years of experience in the finance industry.
Joseph Scheurer (CRD# 2021626) is an Investment Advisor Representative working at Usi Advisors in Florham Park, NJ and has over 27 years of experience in the finance industry.
Philip Wellde (CRD# 4279597) is an Investment Advisor Representative working at Usi Advisors in Falls Church, VA and has 1 year of experience in the finance industry.