Andrea
Melendez
Usi Advisors
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About this Advisor
Andrea Melendez is a financial advisor based in Glastonbury, Connecticut, working with Usi Advisors. Andrea has previously held positions at Usi Consulting Group, Usi Advisors, and Usi Securities. Andrea has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Andrea is part of Usi Advisors, which operates out of Glastonbury, Connecticut. 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
Andrea Melendez Work History
Usi Consulting Group
Usi Advisors
Usi Securities
Disclosures
Please visit the SEC profile of Andrea Melendez 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
Glastonbury, CT
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, CT
Glastonbury, CT
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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