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CEO · USI Advisors

William Michael Tremko

CRD 4495149 · 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 William Michael Tremko on its Form ADV as CEO, a control person. The SEC filings also name William at 1 other registered adviser.

Firms and roles

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

AtlasMembers

William’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 William 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.