Bindu
Patel
Usi Advisors
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About this Advisor
Bindu Patel is a financial advisor working out of Glastonbury, Connecticut with 9 years of industry experience. Patel is on the advisory team at Usi Advisors. Throughout their career, Patel has worked at Ing Investment Management, Ing Investments Distributor, LLC, Usi Consulting Group, Usi Advisors Inc and Usi Securities. Patel maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Usi Advisors is a registered investment company that has its headquarters in Glastonbury, CT. The company has offices in 12 locations and a total of 69 employees. It handles $32 billion in assets among its 1,210 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 73 charitable organizations. Usi Advisors offers a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically depend on which service is offered. However, fee types billed by Usi Advisors likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$32,076,079,040
69
1,210
$26,509,156
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Bindu Patel Work History
Bindu has been registered as a financial advisor for 9 years.*
Usi Securities
Usi Consulting Group
Usi Advisors Inc
Ing Investments Distributor, LLC
Ing Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bindu Patel 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
Glastonbury, CT
Glastonbury, CT
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Atlanta, GA
Cincinnati, OH
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