Pamela
Minish

Usi Advisors

CRD#2458939
Investment Advisor
in Glastonbury, CT

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About this Advisor

Pamela Minish is a financial advisor based in Glastonbury, Connecticut, working with Usi Advisors. Pamela has previously held positions at Key Bank, Hooker & Holcombe, Hooker & Holcombe Investment Advisors, Inc, Usi Advisors, and Usi Consulting Group. Pamela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Pamela 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

Series 63, Series 65, Chartered Financial Analyst

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

$41,618,061,377

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

75

CT Average: 35
Total Number of Accounts

1,348

CT Average: 690
Average Account Size

$30,873,933

CT Average: $7,677,358

Investment Advisory Services

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

Pamela Minish Work History

2023 - Present (2 years)

Usi Advisors

2023 - Present (2 years)

Usi Consulting Group

2018 - Present (7 years)

Hooker & Holcombe

2018 - Present (7 years)

Hooker & Holcombe Investment Advisors, Inc

2014 - 2018 (4 years)

Key Bank

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Disclosures

Please visit the SEC profile of Pamela Minish 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

Bindu Patel
Glastonbury, CT
Austin Robinson
Knoxville, TN
Scott Waskiewicz
Glastonbury, CT
David Brisnehan
Glastonbury, CT
Pamela Minish
Glastonbury, CT
Michael Wyman
Glastonbury, CT
Boris Natyshak
Glastonbury, CT
Sandra Cross
Knoxville, 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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