Financial ADVSR advisor directory · SEC adviser records
USI Advisors financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a USI Advisors office in Seattle, A to Z.
6 registered advisors work at USI Advisors in Seattle, out of 60 at the firm nationwide; it ranks number 51 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
USI Advisors advisors in Seattle, A to Z
Every USI Advisors advisor →- Kent L. AccolaInvestment adviser rep
- James M. FritsInvestment adviser rep
- Truong Q. TangInvestment adviser rep
- Melody ThomasInvestment adviser rep
- Michael T. Van Der VeldenInvestment adviser rep
- Tracy S. Van HornInvestment adviser rep
USI Advisors advisors in every city and state →USI Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
USI Advisors advisors in other cities
Glastonbury, CT 36Knoxville, 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
Other firms in Seattle
All Seattle advisors →Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51
Questions
How many financial advisors does USI Advisors have in Seattle?
6 investment adviser representatives are registered at USI Advisors offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 60 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is USI Advisors one of the largest advisor employers in Seattle?
USI Advisors ranks number 51 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a USI Advisors advisor in Seattle?
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.