Financial ADVSR advisor directory · SEC adviser records
USI Advisors financial advisors
Every SEC-registered investment adviser representative at USI Advisors, by the state and city of the office they work from.
60 registered advisors work at USI Advisors, in 15 states and 16 cities; the most are in Glastonbury, CT (36). 3 list the CFP designation and 29 are also registered broker representatives.
Search every USI Advisors advisor by name →Who joined and left USI Advisors →USI Advisors: assets, clients and custodians →
Cities with the most USI Advisors advisors
Glastonbury, CT 36Seattle, WA 6Knoxville, TN 4Dallas, TX 2Atlanta, GA 1Bloomington, MN 1Blue Bell, PA 1Chicago, IL 1Cincinnati, OH 1Florham Park, NJ 1Los Angeles, CA 1Naples, FL 1Overland Park, KS 1Rochester, NY 1Toms River, NJ 1Woburn, MA 1
USI Advisors advisors by state
Questions
How many financial advisors does USI Advisors have?
60 investment adviser representatives are registered with USI Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 15 states and 16 cities. 3 list the CFP designation and 29 are also registered as broker representatives.
Where does USI Advisors have the most advisors?
Glastonbury, CT, with 36 registered advisors, then Seattle, WA (6). By state, Connecticut has the most, with 36.
How do I find a USI Advisors financial advisor near me?
Pick your state below, then your city, to see every USI Advisors advisor registered at an office there. Each one 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. An advisor registered at USI Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →