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Michael Joseph Alimo

U.S.A. FINANCIAL & TAX SERVICES, LLC·GLASTONBURY, Connecticut
Clean recordU.S.A. FINANCIAL & TAX SERVICES, LLC
628 HEBRON AVE, GLASTONBURY, CT 06033CRD# 4727586Firm CRD# 306214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Alimo · GLASTONBURY, CT
Registration
CRD #4727586 · U.S.A. FINANCIAL & TAX SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Joseph Alimo is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with U.S.A. FINANCIAL & TAX SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
U.S.A. FINANCIAL & TAX SERVICES, LLC
U.S.A. FINANCIAL & TAX SERVICES, LLC
AUM
$118M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at U.S.A. FINANCIAL & TAX SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4727586
Firm CRD# 306214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Joseph Alimo offer?
Michael Joseph Alimo specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Michael Joseph Alimo's credentials?
Michael Joseph Alimo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Alimo located?
Michael Joseph Alimo is based in GLASTONBURY, Connecticut, working with U.S.A. FINANCIAL & TAX SERVICES, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Michael Joseph Alimo charge for services?
Michael Joseph Alimo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S.A. FINANCIAL & TAX SERVICES, LLC?
U.S.A. FINANCIAL & TAX SERVICES, LLC has approximately 3 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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