Philip
Wellde
Usi Advisors
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About this Advisor
Philip Wellde is a financial advisor operating out of Falls Church, Virginia. Wellde is an employee of Usi Advisors. Throughout their career, they have worked at Wells Fargo Funds Distributor, LLC, Wells Fargo Bank Na, Usi Advisors, Usi Securities and Usi Consulting Group. Wellde holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Usi Advisors is an advisory company that has its headquarters in Glastonbury, CT. The firm has offices in 12 locations and a total of 69 advisors. It oversees $32 billion in assets across its 1,210 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 73 charitable organizations. Usi Advisors has a diverse set of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically are based on which services are offered. Fee types billed by Usi Advisors can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Philip Wellde Work History
Philip has been registered as a financial advisor for 0 years.*
Usi Advisors
Usi Securities
Usi Consulting Group
Wells Fargo Funds Distributor, LLC
Wells Fargo Bank Na
*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 Philip Wellde 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
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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