BP
BP

Belle Plateroti

8 Years of Experience
New York, NY
May Earn Commission

Belle Plateroti is a registered investment advisor at Usi Advisors, based in New York, NY, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
IM Fee
Planning only
Assets Under Management
$56.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

600 Third Avenue, Third Floor, New York, NY, 10016

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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 Advisors
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Usi Securities, INC.Broker
May 2019 - December 2024 · 5 yrs 7 mos
Usi Advisors
September 2018 - July 2021 · 2 yrs 10 mos
State Registrations1 state
NY
Advisor

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.
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