Scott
Waskiewicz

Usi Advisors

CRD#6318015
Investment Advisor
in Glastonbury, CT

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About this Advisor

Scott Waskiewicz is a financial advisor based in Glastonbury, Connecticut, working with Usi Advisors. Scott has previously held positions at Guardian Investor Services, LLC, Park Avenue Securities LLC, Pioneer Investment Management, Inc, Usi Consulting Group, and Usi Advisors. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Scott 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

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

Scott Waskiewicz Work History

2021 - Present (4 years)

Usi Consulting Group

2021 - Present (4 years)

Usi Advisors

2016 - 2021 (5 years)

Pioneer Investment Management, Inc

2015 - 2016 (1 year)

Park Avenue Securities LLC

2014 - 2016 (2 years)

Guardian Investor Services, LLC

2014 - 2016 (2 years)

Guardian Investor Services, LLC

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Disclosures

Please visit the SEC profile of Scott Waskiewicz 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

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