Teodora Grant
Teodora Grant is a CFP-designated 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 1,340 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.
Location
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other 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
Previous Registrations
Usi Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Institutional Securities CorporationBroker
Institutional Securities Corporation
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.