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Sandra Cross

Usi Advisors

Knoxville, TN

Glastonbury, CT

CRD 6421991

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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
TN RA APPROVED 2025-12-05
  • TN RA
    APPROVED
    Since 2025-12-05

Branch Locations

900 South Gay Street Suite 1796, Knoxville, TN 37902 • 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
Usi Consulting Group Knoxville TN 12/2014 Present
  • 12/2014 → Present
    Usi Consulting Group
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-26
  • S65 Uniform Investment Adviser Law Examination
    2015-06-26
Other Names
  • Sandra Wen Shieh

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES

Nearby Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS

Nearby Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

More in Knoxville, TN

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