Paul Denu is a registered investment advisor at Usi Advisors, based in Glastonbury, CT, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,340 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.
Location
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033
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Regulatory History (1)
Regulatory
February 2000Employment History
Current Registrations
Usi Advisors
Usi Securities, INC.
Usi Securities, INC.Broker
Previous Registrations
Aetna Investment Services, INC.Broker
Allmerica Investments, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.