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CFP
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CFP

Teodora Grant

Usi Advisors
21 Years of Experience
Dallas, TX
1 DisclosureMay Earn Commission
View SEC Summary
View SEC Summary

Teodora Grant is a CFP-designated registered investment advisor at Usi Advisors, based in Dallas, TX, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.

Usi Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
IM Fee
Planning only
Assets Under Management
$56.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

14241 Dallas Parkway, Suite 700, Dallas, TX, 75254

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Teodora is a landlord for a rental property since 2010. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Usi Advisors
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Usi Securities, INC.Broker
March 2017 - September 2022 · 5 yrs 6 mos
MML Investors Services, LLC
April 2015 - March 2017 · 1 yr 11 mos
MML Investors Services, LLCBroker
February 2015 - March 2017 · 2 yrs 1 mo
1st Global Advisors INC
February 2010 - August 2014 · 4 yrs 6 mos
1st Global Capital CORP.Broker
January 2010 - August 2014 · 4 yrs 7 mos
Wells Fargo Advisors, LLCBroker
March 2009 - July 2009 · 4 mos
Wells Fargo Advisors, LLC
March 2009 - July 2009 · 4 mos
Institutional Securities CorporationBroker
October 2008 - March 2009 · 5 mos
Institutional Securities Corporation
October 2008 - March 2009 · 5 mos
Crown Capital Securities, L.P.
October 2007 - October 2008 · 1 yr
Crown Capital Securities, L.P.Broker
October 2007 - October 2008 · 1 yr
Chase Investment Services CORP.
January 2007 - September 2007 · 8 mos
Chase Investment Services CORP.Broker
January 2007 - September 2007 · 8 mos
AXA Advisors, LLC
May 2004 - January 2007 · 2 yrs 8 mos
AXA Advisors, LLCBroker
April 2004 - January 2007 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor

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.
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