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Chief Compliance Officer · USI Advisors

Melinda McDonald Robidoux

CRD 2848093 · Named on Form ADV at 2 SEC-registered advisers

At a glance

USI Advisors, an SEC-registered asset manager based in Glastonbury, CT with $56.3 billion in regulatory assets, lists Melinda McDonald Robidoux on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Melinda at 1 other registered adviser.

Firms and roles

  • USI AdvisorsChief Compliance OfficerAsset manager · Glastonbury, CT · $56B in regulatory assets
  • USI Securities, Inc.Chief Compliance OfficerBroker-dealer firm · Glastonbury, CT · $0M in regulatory assets

AtlasMembers

Melinda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Melinda on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melinda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.