USI ADVISORS, INC.

USI ADVISORS, INC. of GLASTONBURY, CT is an SEC-registered investment adviser (CRD 108113). Regulatory assets under management: $56.3B.

Registration

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.

NameRoleLocation
Sarah J BrunoDIRECTOR OF OPERATIONS
Michael Nmn WelzPRESIDENT
William Michael TremkoCEO
David L KappusTREASURER
Melinda Mcdonald RobidouxCHIEF COMPLIANCE OFFICER
Mary CurleyDIRECTOR & SECRETARY
Ernest Joshua NewbornDIRECTOR & SECRETARY
WELZ TAYLOR MICHAELPRESIDENT
NEWBORN ERNEST JOSHUADIRECTOR & SECRETARY; SECRETARY
MCMAHON TODD CHRISTIANCHIEF COMPLIANCE OFFICER
SCHNEIDER ROBERT SAMUELTREASURER; TREASURER / DIRECTOR
TREMKO WILLIAM MICHAELCEO; DIRECTOR; PRESIDENT
ROWLINS CHRISTOPHER JONPRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; SENIOR INVESTMENT STRATEGIST, VP
HYNE KENNETH STEVENCHIEF COMPLIANCE OFFICER; PRESIDENT & TREASURER
OCONNOR JOHN ARTHURPRESIDENT
ESLICK DAVID LESLIEDIRECTOR
KINNEY JAMES ALBERTCHIEF EXECUTIVE OFFICER; DIRECTOR
CHARLES JANICE SUECHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE
BRUNO SARAH JCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS
HESS DAVID ALANASSISTANT TREASURER; TREASURER; TREASURER/DIRECTOR/ASSISTANT SECRETARY
NEWBORN ERNESTSECRETARY
RUBINSTEIN DOUGLAS JOELDIRECTOR
ALLSOP CALVIN MARCUSCHIEF INVESTMENT STRATEGIST
FULLWOOD SUSAN MEREDITHTREASURER
SCHNEIDER ROBERT STREASURER / DIRECTOR

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