Investment adviser · CRD 43793
USI SECURITIES, INC.
Investment adviser filing (IA)
GLASTONBURY, CT, United States · Form ADV filed Mar 30, 2026
- Employees
- 30 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 163 | Not reported | Not reported |
Filing source
Form ADV 2067764 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
95 GLASTONBURY BLVD., SUITE 102GLASTONBURY, CT, 06033, United States
CRD 43793
Filing source
Form ADV 2067764 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.