David
Graver

Usi Securities, Inc

CRD#4923427
Investment Advisor
in Glastonbury, CT

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About this Advisor

David Graver is a financial advisor based in Glastonbury, Connecticut, working with Usi Securities, Inc. David has previously held positions at Lpl Financial LLC, Global Retirement Partners, LLC, Kestra Financial, Inc, Fort Pitt Capital Group LLC, Usi Consulting Group, and Usi Securities. David has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, David is part of Usi Securities, Inc, which operates out of Glastonbury, Connecticut. The firm has 14 offices and 24 employees. The services offered by the firm include the selection of other advisers. The fee structure at Usi Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

95 Glastonbury Blvd. Suite 102
Glastonbury, CT 06033

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Usi Securities, Inc Brokerage Details

Total Number of Employees

24

CT Average: 35

Investment Advisory Services

  • Selection of other advisers

David Graver Work History

2023 - Present (2 years)

Usi Consulting Group

2023 - Present (2 years)

Usi Securities

2021 - 2023 (2 years)

Fort Pitt Capital Group LLC

2019 - 2021 (2 years)

Kestra Financial, Inc

2017 - 2019 (2 years)

Global Retirement Partners, LLC

2013 - 2019 (6 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Graver 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 Securities, Inc

Nicholas Moore
Blue Bell, PA
Scott Mcquillen
Minneapolis, MN
Kimberly Wade
Cincinnati, OH
Christopher Moreton
Glastonbury, CT
David Graver
Glastonbury, CT
Gina D'Amiano
Fort Lauderdale, FL
Kimberly Youngerman
Phoenix, AZ
Melinda Robidoux
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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