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
Kent Accola (CRD# 5998980) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 12 years of experience in the finance industry.
Brenda Bachman (CRD# 4924561) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 18 years of experience in the finance industry.
Derek Bailey (CRD# 5234225) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.
Michael Banks (CRD# 6927524) is an Investment Advisor Representative working at Usi Advisors in Atlanta, GA and has over 5 years of experience in the finance industry.
Ryan Boutwell (CRD# 4321586) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.
Thomas Braile (CRD# 4872723) is an Investment Advisor Representative working at Usi Advisors in Phoenix, AZ and has over 16 years of experience in the finance industry.
David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 16 years of experience in the finance industry.
Edward Bronkhorst (CRD# 6854756) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 6 years of experience in the finance industry.
Sarah Bruno (CRD# 5090813) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 18 years of experience in the finance industry.
Alex Cabe (CRD# 6987624) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has 1 year of experience in the finance industry.