Denise
Obrien
Usi Advisors
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About this Advisor
Denise Obrien is a financial advisor who works in Glastonbury, Connecticut with 16 years of industry experience. Obrien is an employee of Usi Advisors. The advisor has gained experience at Usi Consulting Group and Usi Securities Inc. Obrien holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut. Usi Advisors is an advisory business based in Glastonbury, CT. The firm has offices in 12 locations and a total of 69 people on staff. It oversees $32 billion in assets under management across its 1,210 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 73 charities and foundations. The firm has a wide assortment of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Usi Advisors can include any blend 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
Denise Obrien Work History
Denise has been registered as a financial advisor for 16 years.*
Usi Consulting Group
Usi Securities Inc
*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 Denise Obrien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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