Austin
Robinson

Usi Advisors

CRD#7238041
Investment Advisor
in Knoxville, TN

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About this Advisor

Austin Robinson is a financial advisor based in Knoxville, Tennessee with 3 years of relevant experience. Robinson is an advisor for Usi Advisors. The advisor has gained experience at Usi Consulting Group, Inc, Usi Advisors, Inc, The University Of Tennessee Knoxville, Leading Edge Asset Management and Roane State Community College. Robinson has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Tennessee. Usi Advisors is an advisory business based out of Glastonbury, CT. The company has offices in 12 locations and a total of 69 people on staff. It oversees $32 billion in assets under management across its 1,210 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 73 charities and foundations. The firm offers a wide array of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types charged by Usi Advisors can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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

900 Gay Street, Suite 1796
Knoxville, TN 37902

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Usi Advisors Brokerage Details

Total Assets Under Management

$32,076,079,040

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

69

TN Average: 35
Total Number of Accounts

1,210

TN Average: 690
Average Account Size

$26,509,156

TN Average: $7,677,358

Investment Advisory Services

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

Austin Robinson Work History

Austin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Usi Advisors, Inc

2019 - Present (5 years)

Usi Consulting Group, Inc

2018 - 2019 (1 year)

Leading Edge Asset Management

2014 - 2018 (4 years)

The University Of Tennessee Knoxville

2012 - 2014 (2 years)

Roane State Community College

*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 Austin Robinson 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

Scott Waskiewicz
Glastonbury, CT
Gerard De Labry
Glastonbury, CT
Alex Cabe
Glastonbury, CT
Sandra Cross
Knoxville, CT
Stuart Wallace
Glastonbury, CT
James Cutler
Glastonbury, CT
Austin Robinson
Knoxville, TN
Crystal Hill
Knoxville, TN

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.

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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.

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