Bindu Patel is a registered investment advisor at Usi Advisors, based in Glastonbury, CT, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Usi Advisors
Previous Registrations
Usi Securities, INC.Broker
Ing Investments Distributor, LLCBroker
Ing Investment Management CO. LLC
Ing Investment Management Services LLCBroker
Ing Financial Advisers, LLCBroker
Columbia Management Advisors, INC.
Fleet Investment Advisors INC.
Fis Securities, 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
More Advisors
- Joseph Cotoia, CFAUsi Advisors
- Pamela Minish, CFAUsi Advisors
- Evan Gilchrest, CFPJanney Montgomery Scott LLC
- Brian Sheehan, CFPRossmore Private Capital, LLC
- Beverly Amon, CFAOsaic Wealth, INC.
- Ronald Tine, ChFCStonex Advisors INC.