James
Cutler
Usi Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
James Cutler is a financial advisor working out of Glastonbury, Connecticut with a total of 5 years of industry experience. Cutler is currently employed by Usi Advisors. The advisor has gained experience at Ing, Ing Financial Advisers, Systemizted Benefits Administrators, Inc, Directed Services LLC, Ing America Equities, Inc, Ing Investment Advisors, LLC, Voya Financial, Voya Financial Partners, Voya American Equities, Voya Retirement Advisors, Usi Securities, Inc and Voya Financial Advisors, Inc. Cutler holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Usi Advisors is a financial advisory business that has its headquarters in Glastonbury, CT. The investment advisory business has offices in 12 locations and a total of 69 employees. It administers $32 billion in assets between its 1,210 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 73 charitable organizations. Usi Advisors offers a broad array of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types billed by Usi Advisors most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
James Cutler Work History
James has been registered as a financial advisor for 5 years.*
Usi Securities, Inc
Voya Financial Advisors, Inc
Voya Financial
Voya Financial Partners
Voya American Equities
Voya Retirement Advisors
Ing
Ing Financial Advisers
Systemizted Benefits Administrators, Inc
Directed Services LLC
Ing America Equities, Inc
Ing Investment Advisors, LLC
*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 James Cutler 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
Atlanta, GA
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, TN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.