Unclaimed Profile

Sarah J Bruno

USI ADVISORS, INC.·GLASTONBURY, Connecticut

SIE, Series 7, Series 66Clean record20 years registeredUSI ADVISORS, INC.

95 GLASTONBURY BLVD., GLASTONBURY, CT 06033CRD# 5090813Firm CRD# 108113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah J Bruno · GLASTONBURY, CT

Registration

CRD #5090813 · USI ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

USI ADVISORS

Apr 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 18, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USI ADVISORS, INC.

CRD 108113 · SEC 801-56622

AUM

$41.6B

Regulatory assets under management

Employees

1,348 client accounts

Services offered by USI ADVISORS, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

View all advisors at USI ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sarah J Bruno offer?

Sarah J Bruno specializes in Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.

What are Sarah J Bruno's credentials?

Sarah J Bruno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah J Bruno located?

Sarah J Bruno is based in GLASTONBURY, Connecticut, working with USI ADVISORS, INC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Sarah J Bruno charge for services?

Sarah J Bruno's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USI ADVISORS, INC.?

USI ADVISORS, INC. has approximately 75 employees and manages $41.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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