Daniel Casella is a registered investment advisor at Usi Securities, INC., based in Glastonbury, CT, with 22 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 163 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
95 Glastonbury BLVD, Suite 102, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of DanBob Enterprises, LLC, an e-commerce business established in May 2023. He spends approximately 10-20% of his time sourcing products, creating listings, and managing suppliers.
Employment History
Current Registrations
Usi Advisors
Usi Securities, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
LPL Financial LLCBroker
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
UBS Financial Services INC.Broker
NFP Securities, INC.Broker
Gbs Retirement Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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.
Exams
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