Daniel Casella is a registered investment advisor at Usi Advisors, based in Glastonbury, CT, with 22 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,340 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.
Location
95 Glastonbury BLVD, Suite 102, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of DanBob Enterprises, LLC, an e-commerce business established in May 2023. He spends approximately 10-20% of his time sourcing products, creating listings, and managing suppliers.
Employment History
Current Registrations
Usi Advisors
Usi Securities, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
LPL Financial LLCBroker
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
UBS Financial Services INC.Broker
NFP Securities, INC.Broker
Gbs Retirement Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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