Mary
Spencer
Usi Advisors
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About this Advisor
Mary Spencer is a financial advisor based in Englewood, Colorado, working with Usi Advisors. Mary has previously held positions at The Vanguard Group, Inc, Wells Fargo, Merrill Lynch, University Of South Carolina, Dimensional Fund Advisors, Ubs Financial Services Inc, Usi Consulting Group, and Usi Advisors. Mary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Mary is part of Usi Advisors, which operates out of Englewood, Colorado. 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
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$41,618,061,377
75
1,348
$30,873,933
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mary Spencer Work History
Usi Consulting Group
Usi Advisors
Ubs Financial Services Inc
Dimensional Fund Advisors
The Vanguard Group, Inc
Wells Fargo
Merrill Lynch
University Of South Carolina
Disclosures
Please visit the SEC profile of Mary Spencer 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
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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