Joseph
Scheurer
Usi Advisors
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About this Advisor
Joseph Scheurer is a financial advisor based in Florham Park, New Jersey, working with Usi Advisors. Joseph has previously held positions at The Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, Victory Capital Advisers, Destra Capital Investments LLC, Axa Distributors, LLC, Equitable Distributors, LLC, Usi Consulting Group, and Usi Securities. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Joseph is part of Usi Advisors, which operates out of Florham Park, New Jersey. 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
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$41,618,061,377
75
1,348
$30,873,933
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Scheurer Work History
Usi Consulting Group
Usi Securities
Equitable Distributors, LLC
Destra Capital Investments LLC
Axa Distributors, LLC
Victory Capital Advisers
The Prudential Insurance Company Of America
Prudential Annuities Distributors, Inc
Disclosures
Please visit the SEC profile of Joseph Scheurer 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
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, CT
Glastonbury, CT
Glastonbury, CT
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