Patrick
Edwards
Usi Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Edwards is a financial advisor operating out of Cincinnati, Ohio, who has 7 years of industry experience. Edwards is an advisor for Usi Advisors. The advisor has gained experience at Rcm, Mutual Of America Life Co, Mutual Of America Securities Corp, Usi Advisors, Usi Consulting Group and Usi Securities. Edwards holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Ohio. Usi Advisors is an advisory firm operating out of Glastonbury, CT. It has offices in 12 locations and a total of 69 financial advisors. It oversees $32 billion in assets between its 1,210 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 73 charitable organizations. Usi Advisors provides a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on which service is offered. Fees billed by Usi Advisors likely include some blend 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
Patrick Edwards Work History
Patrick has been registered as a financial advisor for 7 years.*
Usi Advisors
Usi Consulting Group
Usi Securities
Mutual Of America Life Co
Mutual Of America Securities Corp
Rcm
*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 Patrick Edwards 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
Glastonbury, CT
Atlanta, GA
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, 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.
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.
