TrueAdvisor
TrueAdvisor
BC
BC

Bruce Corcoran

Usi Advisors
27 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Usi Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Financial Planning:Investment management only

Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Advisors
July 2024 - Present · 1 yr 7 mos
Usi Securities, INC.Broker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
ICMA Retirement Corporation
June 2018 - March 2021 · 2 yrs 9 mos
Icma-Rc Services, LLCBroker
June 2018 - March 2021 · 2 yrs 9 mos
Horace Mann Investors, INC.Broker
July 2016 - May 2018 · 1 yr 10 mos
Horace Mann Investors, INC.
July 2016 - May 2018 · 1 yr 10 mos
Tiaa-Cref Advice and Planning Services
November 2009 - March 2015 · 5 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2009 - March 2015 · 5 yrs 4 mos
Teachers Personal Investors Services, INC.Broker
November 2009 - August 2010 · 9 mos
Aig Retirement Advisors, INC.
August 2001 - December 2008 · 7 yrs 4 mos
Aig Retirement Advisors, INC.Broker
May 1999 - December 2008 · 9 yrs 7 mos
The Variable Annuity Marketing CompanyBroker
March 1993 - December 2001 · 8 yrs 9 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.