Unclaimed Profile

Susan Meredith Fullwood

USI SECURITIES, INC.·GLASTONBURY, Connecticut

Clean recordUSI SECURITIES, INC.

95 GLASTONBURY BLVD., GLASTONBURY, CT 06033CRD# 5842873Firm CRD# 43793

Profile Verification

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

Identity

Susan Meredith Fullwood · GLASTONBURY, CT

Registration

CRD #5842873 · USI SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Meredith Fullwood is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with USI SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Susan Meredith

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan Meredith is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

USI SECURITIES, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at USI SECURITIES, INC. →

Services

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: BUNDLED CONSULTING AND ADVISORY FEES

Regulatory

SEC/IARD CRD# 5842873

Firm CRD# 43793

View on FINRA BrokerCheck →

Looking for a financial advisor in GLASTONBURY?

Browse all registered financial advisors in GLASTONBURY, Connecticut or claim this profile if it's yours.

Browse GLASTONBURY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Susan Meredith Fullwood offer?

Susan Meredith Fullwood is a registered financial advisor in GLASTONBURY, Connecticut. Contact their office for details on services offered.

What are Susan Meredith Fullwood's credentials?

Susan Meredith Fullwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Meredith Fullwood located?

Susan Meredith Fullwood is based in GLASTONBURY, Connecticut, working with USI SECURITIES, INC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Susan Meredith Fullwood charge for services?

Susan Meredith Fullwood's firm is compensated through percentage of aum, hourly charges, subscription fees, other: bundled consulting and advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USI SECURITIES, INC.?

USI SECURITIES, INC. has approximately 24 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →