Joseph Cotoia is a CFA-designated registered investment advisor at Usi Advisors, based in Glastonbury, CT, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Usi Advisors
Previous Registrations
Victory Capital Services, INC.Broker
Amundi Distributor US, INC.Broker
Vp Distributors 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.
Exams
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