TrueAdvisor
TrueAdvisor
JC
JC

James Alan Cutler

Usi Securities, INC.
27 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Usi Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Advisors
June 2018 - Present · 7 yrs 8 mos
Usi Securities, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Voya Financial Advisors, INC.Broker
May 2016 - June 2018 · 2 yrs 1 mo
Voya Financial Partners, LLC
April 2012 - June 2018 · 6 yrs 2 mos
Voya Retirement Advisors, LLC
April 2012 - June 2018 · 6 yrs 2 mos
Voya Financial Partners, LLCBroker
January 2012 - June 2018 · 6 yrs 5 mos
Directed Services LLCBroker
January 2012 - September 2017 · 5 yrs 8 mos
Voya America Equities, INC.Broker
January 2012 - September 2017 · 5 yrs 8 mos
Voya Retirement Advisors, LLCBroker
January 2012 - September 2016 · 4 yrs 8 mos
Systematized Benefits Administrators, INC.Broker
January 2012 - February 2014 · 2 yrs 1 mo
Connecticut Investment Management
April 2007 - December 2009 · 2 yrs 8 mos
Newalliance Investments, INC.Broker
May 2005 - September 2011 · 6 yrs 4 mos
Newalliance Investments, INC.
May 2005 - April 2007 · 1 yr 11 mos
Coburn & Meredith, INC.
February 2003 - May 2005 · 2 yrs 3 mos
Coburn & Meredith, INC.Broker
February 2003 - May 2005 · 2 yrs 3 mos
Prudential Securities Incorporated
June 1998 - December 2002 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
May 1998 - December 2002 · 4 yrs 7 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.