# USI ADVISORS, INC.

USI ADVISORS, INC. of GLASTONBURY, CT is an SEC-registered investment adviser.

## Registration

- CRD: 108113
- Type: SEC-registered investment adviser
- SEC file number: 801-56622
- Location: 95 GLASTONBURY BLVD., SUITE 102, GLASTONBURY, CT, 06033
- Phone: 860-633-5283
- Latest filing: 2026-03-30
- Regulatory AUM: $56.3B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $53.9B
- Clients: 79
- Accounts: 1,355

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Sarah J Bruno | DIRECTOR OF OPERATIONS | — |
| Michael Nmn Welz | PRESIDENT | — |
| William Michael Tremko | CEO | — |
| David L Kappus | TREASURER | — |
| Melinda Mcdonald Robidoux | CHIEF COMPLIANCE OFFICER | — |
| Mary Curley | DIRECTOR & SECRETARY | — |
| Ernest Joshua Newborn | DIRECTOR & SECRETARY | — |
| WELZ TAYLOR MICHAEL | PRESIDENT | — |
| NEWBORN ERNEST JOSHUA | DIRECTOR & SECRETARY; SECRETARY | — |
| MCMAHON TODD CHRISTIAN | CHIEF COMPLIANCE OFFICER | — |
| SCHNEIDER ROBERT SAMUEL | TREASURER; TREASURER / DIRECTOR | — |
| TREMKO WILLIAM MICHAEL | CEO; DIRECTOR; PRESIDENT | — |
| ROWLINS CHRISTOPHER JON | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; SENIOR INVESTMENT STRATEGIST, VP | — |
| HYNE KENNETH STEVEN | CHIEF COMPLIANCE OFFICER; PRESIDENT & TREASURER | — |
| OCONNOR JOHN ARTHUR | PRESIDENT | — |
| ESLICK DAVID LESLIE | DIRECTOR | — |
| KINNEY JAMES ALBERT | CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| CHARLES JANICE SUE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| BRUNO SARAH J | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS | — |
| HESS DAVID ALAN | ASSISTANT TREASURER; TREASURER; TREASURER/DIRECTOR/ASSISTANT SECRETARY | — |
| NEWBORN ERNEST | SECRETARY | — |
| RUBINSTEIN DOUGLAS JOEL | DIRECTOR | — |
| ALLSOP CALVIN MARCUS | CHIEF INVESTMENT STRATEGIST | — |
| FULLWOOD SUSAN MEREDITH | TREASURER | — |
| SCHNEIDER ROBERT S | TREASURER / DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108113/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108113/similar
- Related entities: https://search.stillhousedata.com/firm/108113/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108113

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.