DH
DH

David Hindermann

22 Years of Experience
Broker

David Hindermann 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Usi Advisors
October 2007 - Present · 18 yrs 6 mos
Usi Securities, INC.
August 2006 - Present · 19 yrs 8 mos
Usi Securities, INC.Broker
August 2006 - Present · 19 yrs 8 mos
Previous Registrations
Oberlin Financial CORP.Broker
May 2006 - July 2006 · 2 mos
Signator Investors, INC.Broker
January 2004 - May 2006 · 2 yrs 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Hindermann - Financial Advisor | TrueAdvisor