TrueAdvisor
TrueAdvisor
AC
CFA
AC
CFA

Alex W Cabe

Usi Advisors
7 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
July 2018 - Present · 7 yrs 7 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.