TrueAdvisor
TrueAdvisor
BP
BP

Bindu Mukundray Patel

Usi Advisors
19 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Usi Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

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 2014 - Present · 11 yrs 8 mos
Previous Registrations
Usi Securities, INC.Broker
November 2015 - September 2022 · 6 yrs 10 mos
Ing Investments Distributor, LLCBroker
August 2010 - November 2013 · 3 yrs 3 mos
Ing Investment Management CO. LLC
January 2010 - November 2013 · 3 yrs 10 mos
Ing Investment Management Services LLCBroker
January 2010 - August 2010 · 7 mos
Ing Financial Advisers, LLCBroker
March 2006 - July 2007 · 1 yr 4 mos
Columbia Management Advisors, INC.
April 2003 - September 2004 · 1 yr 5 mos
Fleet Investment Advisors INC.
October 2002 - April 2003 · 6 mos
Fis Securities, INC.Broker
January 2000 - September 2000 · 8 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.