TrueAdvisor
TrueAdvisor
BK
BK

Brian Kulik

Usi Advisors
11 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Usi Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Financial Planning:Investment management only

Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Usi Advisors
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Pensionmark Securities, LLCBroker
January 2018 - October 2023 · 5 yrs 9 mos
Raymond James & Associates, INC.
September 2016 - October 2017 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
September 2016 - October 2017 · 1 yr 1 mo
Infinex Investments, INC.
December 2014 - August 2016 · 1 yr 8 mos
Infinex Investments, INC.Broker
March 2014 - August 2016 · 2 yrs 5 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.