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Ryan Boutwell

25 Years of Experience
Glastonbury, CT
Broker

Ryan Boutwell is a registered investment advisor at Usi Securities, INC., based in Glastonbury, CT, with 25 years of industry experience. Ryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

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.

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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 Securities, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Usi Advisors
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2016 - September 2020 · 4 yrs 8 mos
LPL Financial LLCBroker
September 2015 - September 2020 · 5 yrs
Capfinancial Securities, LLC.Broker
August 2011 - July 2015 · 3 yrs 11 mos
LPL Financial LLCBroker
December 2001 - September 2011 · 9 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
January 2001 - December 2001 · 11 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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
No exam information available for this advisor.