Best Investors Account Sign in

Philip Charles Wellde

Usi Advisors

Naples, FL

Falls Church, VA

Glastonbury, CT

Claim This Profile
Current Employers
Usi Advisors

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-22
VA RA APPROVED 2023-01-27
  • FL RA
    APPROVED
    Since 2026-01-22
  • VA RA
    APPROVED
    Since 2023-01-27

Branch Locations

4851 Tamiami Trail North Suite 242, Naples, FL 34103 • United States

3190 Fairview Park Drive Ste 400, Falls Church, VA 22042 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Funds Distributor, Llc Menomonee Falls WI 11/2006 Present
Wells Fargo Bank Na Minneapolis MN 01/2005 Present
Usi Consulting Group Glastonbury CT 01/2023 Present
Usi Advisors Glastonbury CT 01/2023 Present
Usi Securities Glastonbury CT 01/2023 Present
  • 11/2006 → Present
    Wells Fargo Funds Distributor, Llc
    Menomonee Falls, WI
  • 01/2005 → Present
    Wells Fargo Bank Na
    Minneapolis, MN
  • 01/2023 → Present
    Usi Consulting Group
    Glastonbury, CT
  • 01/2023 → Present
    Usi Advisors
    Glastonbury, CT
  • 01/2023 → Present
    Usi Securities
    Glastonbury, CT
Previous Registrations
  • 2006-12-04 → 2009-12-16
    Allspring Funds Management, Llc
    Menomonee Falls, WI
  • 2002-10-31 → 2004-12-31
    Strong Capital Management Inc
    Menomonee Falls, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-27
S65 Uniform Investment Adviser Law Examination 2023-01-27
  • S63 Uniform Securities Agent State Law Examination
    2023-06-27
  • S65 Uniform Investment Adviser Law Examination
    2023-01-27
Other Names
  • Phil Charles Wellde

View on SEC IAPD

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor