Unclaimed Profile

Todd Christian Mcmahon

USI ADVISORS, INC.·GLASTONBURY, Connecticut

SIE, Series 6, Series 63, Series 65Clean record20 years registeredUSI ADVISORS, INC.

95 GLASTONBURY BLVD., GLASTONBURY, CT 06033CRD# 4855223Firm CRD# 108113

Profile Verification

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

Identity

Todd Christian Mcmahon · GLASTONBURY, CT

Registration

CRD #4855223 · USI ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USI ADVISORS, INC.

USI ADVISORS

Apr 2017 – May 2021

Seattle, WA

KIBBLE & PRENTICE HOLDING COMPANY

Aug 2005 – May 2017

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · August 29, 2005

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 Todd Christian Mcmahon offer?

Todd Christian Mcmahon specializes in Wealth Management.

What are Todd Christian Mcmahon's credentials?

Todd Christian Mcmahon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Christian Mcmahon located?

Todd Christian Mcmahon is based in GLASTONBURY, Connecticut, last registered with USI ADVISORS, INC..

How does Todd Christian Mcmahon charge for services?

Todd Christian Mcmahon'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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