Peter Walkey
Peter Walkey is a registered investment advisor at Usi Securities, INC., based in Glastonbury, CT, with 22 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.
Location
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (2)
Financial
June 2021Financial
March 2021Other Business Activities
Peter spends a few hours per week on life coaching through Orange Coaching. He also serves as CEO of 97 Habits LLC, dedicating minimal time each month to co-authoring books.
Employment History
Current Registrations
Usi Securities, INC.
Usi Securities, INC.Broker
Usi Advisors
Previous Registrations
Usi Securities, INC.
Oneamerica Securities, INC.
CBIZ Investment Advisory Services, LLC
Procourse Fiduciary Advisors, LLC
National Planning CorporationBroker
Argi Investment Services, LLC
Dfp Equities, INC.Broker
Meridian Investment Advisors, INC.
Mutual of Omaha Investor Services, INC.Broker
Sentry Equity Services, INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations2 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.