MA
MA

Matthew Arnoult

12 Years of Experience
Glastonbury, CT
Broker

Matthew Arnoult is a registered investment advisor at Usi Advisors, based in Glastonbury, CT, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Investment management only (planning not offered)

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.

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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.
December 2023 - Present · 2 yrs 5 mos
Usi Advisors
December 2023 - Present · 2 yrs 5 mos
Usi Securities, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Creative Planning
December 2021 - June 2023 · 1 yr 6 mos
Lockton Investment Advisors, LLC
November 2018 - April 2022 · 3 yrs 5 mos
Lockton Investment Securities, LLCBroker
November 2018 - December 2021 · 3 yrs 1 mo
Cetera Advisor Networks LLCBroker
August 2017 - December 2018 · 1 yr 4 mos
Alliant Retirement Consulting
February 2015 - October 2018 · 3 yrs 8 mos
LPL Financial LLC
January 2015 - July 2015 · 6 mos
LPL Financial LLCBroker
April 2013 - August 2017 · 4 yrs 4 mos
State Registrations1 state
TX
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.