Financial ADVSR advisor directory · SEC adviser records
USI Advisors financial advisors in Glastonbury, CT
Every SEC-registered investment adviser representative at a USI Advisors office in Glastonbury, A to Z.
The short answer
38 registered advisors work at USI Advisors in Glastonbury, out of 60 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 21 are also registered broker representatives.
USI Advisors advisors in Glastonbury, A to Z
Every USI Advisors advisor →- Matthew J. ArnoultAlso a broker rep
- Derek J. BaileyAlso a broker rep
- Michael W. BaronInvestment adviser rep
- Ryan H. BoutwellAlso a broker rep
- David M. BrisnehanAlso a broker rep
- Sarah J. BrunoAlso a broker rep
- Alex W. Cabe IIIChartered Financial Analyst
- Daniel R. CasellaAlso a broker rep
- Joseph J. CotoiaChartered Financial Analyst
- Bob R. CrossAlso a broker rep
- James A. CutlerAlso a broker rep
- Marvin DeaverAlso a broker rep
- Paul W. DenuAlso a broker rep
- Brandon FoxInvestment adviser rep
- Teodora K. GrantCertified Financial Planner
- Stuart H. HerskowitzAlso a broker rep
- David T. HindermannAlso a broker rep
- Brian KulikInvestment adviser rep
- Douglas J. LamendolaInvestment adviser rep
- James N. MeehanInvestment adviser rep
- Pamela E. MinishChartered Financial Analyst
- Boris M. NatyshakAlso a broker rep
- Vincent J. PigatiAlso a broker rep
- Belle R. PlaterotiInvestment adviser rep
- Melinda M. RobidouxAlso a broker rep
- Austin W. RobinsonInvestment adviser rep
- Ricardo L. RodriguezInvestment adviser rep
- Eric M. SholbergAlso a broker rep
- Blake M. StevensAlso a broker rep
- Alba TedoneInvestment adviser rep
- William M. TremkoAlso a broker rep
- Peter D. WalkeyAlso a broker rep
- Scott R. WaskiewiczAlso a broker rep
- Michael N. WelzChartered Financial Analyst · Also a broker rep
- Ryan M. WimbushInvestment adviser rep
- Michael W. WymanInvestment adviser rep
- Christina R. YakaboskiInvestment adviser rep
- Jonathan B. ZeigerInvestment adviser rep
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USI Advisors advisors in other cities
Seattle, WA 6Knoxville, TN 3Atlanta, GA 1Bloomington, MN 1Blue Bell, PA 1Charlotte, NC 1Cincinnati, OH 1Dallas, TX 1Fresno, CA 1Los Angeles, CA 1Marlton, NJ 1Naples, FL 1Rochester, NY 1Toms River, NJ 1Woburn, MA 1
Other firms in Glastonbury
All Glastonbury advisors →Commonwealth Financial Network 49MML Investors Services, LLC 34LPL Financial LLC 29Ameriprise Financial Services, LLC 25Janney Montgomery Scott LLC 17RBC Capital Markets, LLC 17USI Securities, Inc. 17Symmetry Partners 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Adviceone Advisory Services, LLC 11Cetera Investment Advisers LLC 10Raymond James Financial Services Advisors, Inc. 9
Questions
How many financial advisors does USI Advisors have in Glastonbury?
38 investment adviser representatives are registered at USI Advisors offices in Glastonbury, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 60 nationwide. 1 list the CFP designation and 21 are also registered as broker representatives.
Is USI Advisors one of the largest advisor employers in Glastonbury?
USI Advisors ranks number 2 in Glastonbury by registered advisors; Commonwealth Financial Network has the most, with 49.
How do I check a USI Advisors advisor in Glastonbury?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the USI Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.