Nathaniel
Sepe
Usi Advisors
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About this Advisor
Nathaniel Sepe is a financial advisor based in Pittsburgh, Pennsylvania, working with Usi Advisors. Nathaniel has previously held positions at Federated Securities Corp, Federated Hermes Inc, Allegheny County Housing, Cline Financial Group, Duquesne University, Aramark, Federated Investment Counseling, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Global Investment Management Corp, Cwm, LLC, Carson Wealth, Usi Consulting Group, and Usi Advisors. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Nathaniel is part of Usi Advisors, which operates out of Pittsburgh, Pennsylvania. The firm has 12 offices and 77 employees. Usi Advisors manages assets totaling $48.9 billion and serves charitable clients. 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
$48,864,913,348
77
1,346
$36,303,799
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Nathaniel Sepe Work History
Usi Consulting Group
Usi Advisors
Cwm, LLC
Carson Wealth
Federated Securities Corp
Federated Hermes Inc
Federated Investment Counseling
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Global Investment Management Corp
Allegheny County Housing
Cline Financial Group
Aramark
Duquesne University
Disclosures
Please visit the SEC profile of Nathaniel Sepe 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
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Cleveland, OH
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Charlotte, NC
Glastonbury, CT
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Fresno, CA
Glastonbury, CT
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