Usi Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

108113

SEC number

801-56622

Firm type

RIA

Assets under management

$56.3B as of Mar 30, 2026

Website

www.usiadvisorsinc.com ↗

Phone

860-633-5283

Address

95 Glastonbury Blvd., Glastonbury, CT, 06033

Advisors at this firm

63 in our index · page 2 of 2

• William Michael TremkoCRD 4495149 · Glastonbury, CT
  IA RegisteredBroker
• Michael Thomas Van Der VeldenCRD 1556739 · Seattle, WA
  IA RegisteredRegistration inactive
• Tracy Sue Van HornCRD 5233653 · Seattle, WA
  IA Registered
• Nikolas Eugene VenutoCRD 7298474 · Toms River, NJ
  IA Registered
• Peter Daniel WalkeyCRD 2475965 · Carmel, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Stuart Sellars WallaceCRD 3138253 · Dallas, TX
  IA RegisteredBroker
• Scott R WaskiewiczCRD 6318015 · Glastonbury, CT
  IA RegisteredBroker
• Michael Nmn WelzCRD 4308110 · Glastonbury, CT
  IA RegisteredBroker
• Michael W WymanCRD 3019812 · Glastonbury, CT
  IA Registered
• Philip Charles WelldeCRD 4279597 · Falls Church, VA
  IA RegisteredBroker
• Ryan Michael WimbushCRD 7624938 · Jacksonville, FL
  IA RegisteredRegistration inactive
• Stephen Lee YeungCRD 5687876 · Uniondale, NY
  IA Registered
• Jonathan Blair ZeigerCRD 2447142 · Boca Raton, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.