Bindu
Patel
Usi Advisors
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About this Advisor
Bindu Patel is a financial advisor based in Glastonbury, Connecticut, working with Usi Advisors. Bindu has previously held positions at Usi Consulting Group, Usi Advisors Inc, and Usi Securities. Bindu has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Bindu 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
Bindu Patel Work History
Usi Securities
Usi Consulting Group
Usi Advisors Inc
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
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, CT
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