firm profile
Usi Advisors
Overview
Usi Advisors is an SEC registered investment adviser based in Glastonbury, CT, registered since 1999. It reports $56.3B in assets under management across 1,355 accounts, with 79 employees. It has 65 investment adviser representatives.
- Reported AUM
- $56.3B
- Discretionary
- 4%
- Accounts
- 1,355
- Average account
- $41.5M
- Employees
- 79
- Advisory reps
- 65
- Registered since
- 1999
- Jurisdictions
- 49
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 6
- William Michael Tremko Chief Executive Officer CRD 4495149
- Michael Welz President CRD 4308110
- Melinda McDonald Robidoux Chief Compliance Officer CRD 2848093
3 more executive officers, with direct contact details
Advisory reps 3 of 65
- Kent Louis Accola Investment Adviser Rep CRD 5998980
- Matthew Jeffrey Arnoult Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5779655
- Derek J Bailey Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5234225
62 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 95 Glastonbury Blvd Ste 102
Glastonbury, CT 06033 - County
- Capitol
- Metro area
- Hartford-East Hartford-Middletown, CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 49 jurisdictions
- Website: usiadvisorsinc.com
Every state, with registration dates
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