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Melinda Mcdonald Robidoux

Usi Advisors

Glastonbury, CT

Glastonbury, CT

Usi Securities, Inc.

Glastonbury, CT

Glastonbury, CT

CRD 2848093

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Employer firm

Usi Advisors CRD 108113

$56.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • SEMINARS AND CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Usi Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-08-05
  • CT RA
    APPROVED
    Since 2022-08-05

Branch Locations

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

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

Usi Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-07-25
  • CT RA
    APPROVED
    Since 2022-07-25

Branch Locations

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

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • USA

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
Prudential Investment Management Services, Llc. Hartford CT 11/2012 02/2020
Prudential Insurance Company Of America Hartford CT 11/2012 02/2020
Usi Securities, Inc. Glastonbury CT 04/2021 Present
Circa Antiques & Collectibles, Llc Wethersfield CT 01/2020 Present
  • 11/2012 → 02/2020
    Prudential Investment Management Services, Llc.
    Hartford, CT
  • 11/2012 → 02/2020
    Prudential Insurance Company Of America
    Hartford, CT
  • 04/2021 → Present
    Usi Securities, Inc.
    Glastonbury, CT
  • 01/2020 → Present
    Circa Antiques & Collectibles, Llc
    Wethersfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-23
S63 Uniform Securities Agent State Law Examination 2002-04-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-23
  • S63 Uniform Securities Agent State Law Examination
    2002-04-19
Other Names
  • Melinda Mcdonald
  • Melinda Lee Robidoux

View on SEC IAPD

Nearby Firms

USI ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA

Nearby Offices

USI ADVISORS · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT

More in Glastonbury, CT

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