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, working with Usi Advisors. Austin has previously held positions at Usi Consulting Group, Inc, Usi Advisors, Inc, The University Of Tennessee Knoxville, and Leading Edge Asset Management. Austin has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Austin is part of Usi Advisors, which operates out of Knoxville, Tennessee. 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 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

900 Gay Street, Suite 1796
Knoxville, TN 37902

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Usi Advisors Brokerage Details

Total Assets Under Management

$41,618,061,377

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

75

TN Average: 35
Total Number of Accounts

1,348

TN Average: 690
Average Account Size

$30,873,933

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

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

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

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