Thomas
Braile

Usi Advisors

CRD#4872723
Investment Advisor
in Phoenix, AZ

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About this Advisor

Thomas Braile is a financial advisor based in Phoenix, Arizona, working with Usi Advisors. Thomas has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Hohimer Wealth Management LLC, Usi Consulting Group, Usi Securities, and Usi Advisors. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Thomas is part of Usi Advisors, which operates out of Phoenix, Arizona. The firm has 13 offices and 75 employees. The firm manages assets totaling $41.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Usi Advisors includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2375 E. Camelback Road Suite 250
Phoenix, AZ 85016

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Usi Advisors Brokerage Details

Total Assets Under Management

$41,618,061,377

AZ Average: $5,297,377,271
Total Number of Employees

75

AZ Average: 35
Total Number of Accounts

1,348

AZ Average: 690
Average Account Size

$30,873,933

AZ Average: $7,677,358

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Thomas Braile Work History

2021 - Present (3 years)

Usi Consulting Group

2021 - Present (3 years)

Usi Securities

2021 - Present (3 years)

Usi Advisors

2019 - 2020 (1 year)

Hohimer Wealth Management LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Thomas Braile to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usi Advisors

Boris Natyshak
Glastonbury, CT
Sandra Cross
Knoxville, CT
David Brisnehan
Glastonbury, CT
Austin Robinson
Knoxville, TN
Bindu Patel
Glastonbury, CT
Scott Waskiewicz
Glastonbury, CT
Pamela Minish
Glastonbury, CT
Michael Wyman
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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