Erik
Gronvold

Usi Advisors

CRD#2672324
Investment Advisor
in Glastonbury, CT

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About this Advisor

Erik Gronvold is a chartered financial analyst working out of Glastonbury, Connecticut with a total of 1 year of relevant experience. Gronvold is an advisor for Usi Advisors. The advisor has gained experience at Newport Group Securities, Inc, The Newport Group, Inc, Fiduciary Concepts LLC, Sabal Trust, Norse Capital, Usi Consulting Group and Usi Securities Inc. Gronvold maintains a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Florida. Usi Advisors is a company that has its headquarters in Glastonbury, CT. The company has offices in 12 locations and a total of 69 financial advisors. It administers $32 billion in total assets between its 1,210 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 73 charitable organizations. The firm has a broad range of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually depend on which services are offered. However, fees charged by Usi Advisors can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

95 Glastonbury Blvd. Suite 102
Glastonbury, CT 06033

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Usi Advisors Brokerage Details

Total Assets Under Management

$32,076,079,040

CT Average: $5,297,377,271
Total Number of Employees

69

CT Average: 35
Total Number of Accounts

1,210

CT Average: 690
Average Account Size

$26,509,156

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Erik Gronvold Work History

Erik has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Usi Consulting Group

2022 - Present (2 years)

Usi Securities Inc

2020 - 2022 (2 years)

Norse Capital

2017 - 2020 (3 years)

Sabal Trust

2016 - 2017 (1 year)

Fiduciary Concepts LLC

2008 - 2016 (8 years)

Newport Group Securities, Inc

2008 - 2016 (8 years)

The Newport Group, 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 Erik Gronvold 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

Gerard De Labry
Glastonbury, CT
Scott Waskiewicz
Glastonbury, CT
Patrick Edwards
Cincinnati, OH
Austin Robinson
Knoxville, TN
Nikolas Venuto
Glastonbury, CT
Stuart Wallace
Glastonbury, CT
David Brisnehan
Glastonbury, CT
Sandra Cross
Knoxville, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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