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TrueAdvisor
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DB

David Michael Brisnehan

Usi Securities, INC.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Usi Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

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
February 2014 - Present · 12 yrs
Usi Advisors
February 2014 - Present · 12 yrs
Previous Registrations
401(k) Advisors, INC.
April 2012 - February 2014 · 1 yr 10 mos
Financial Telesis INCBroker
February 2012 - February 2014 · 2 yrs
Van Gilder Retirement Solutions, LLC
March 2011 - March 2012 · 1 yr
Financial Telesis, INC.
January 2008 - December 2010 · 2 yrs 11 mos
Financial Telesis INCBroker
January 2008 - December 2010 · 2 yrs 11 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.