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Belle Rea Plateroti

Usi Advisors

Glastonbury, CT

New York, NY

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Current Employers
Usi Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-27
  • NY RA
    APPROVED
    Since 2021-07-27

Branch Locations

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

600 Third Avenue Third Floor, New York, NY 10016 • 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 Glastonbury CT 03/2018 Present
Bloomingdale's White Plains NY 04/2017 03/2018
Bloomingdale's White Plains NY 02/2016 04/2017
Usi Securities, Inc. Glastonbury CT 05/2019 Present
Usi Advisors, Inc. Glastonbury CT 09/2018 Present
  • 03/2018 → Present
    Usi Consulting Group
    Glastonbury, CT
  • 04/2017 → 03/2018
    Bloomingdale's
    White Plains, NY
  • 02/2016 → 04/2017
    Bloomingdale's
    White Plains, NY
  • 05/2019 → Present
    Usi Securities, Inc.
    Glastonbury, CT
  • 09/2018 → Present
    Usi Advisors, Inc.
    Glastonbury, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-01
S65 Uniform Investment Adviser Law Examination 2018-09-20
  • S63 Uniform Securities Agent State Law Examination
    2019-07-01
  • S65 Uniform Investment Adviser Law Examination
    2018-09-20

View on SEC IAPD

Other Firms

USI SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC
INTEGRATED WEALTH CONCEPTS LLC
CORNERSTONE PLANNING GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ALLIANCE, LLC.

Other Investors

Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA
DENISE M OBRIEN
JOSEPH FRANK DEROSA
BINDU MUKUNDRAY PATEL
CHRISTOPHER JOHN MARTIN
SARAH J BRUNO

Other Offices

USI SECURITIES, INC. · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · GLASTONBURY, CT
JANNEY MONTGOMERY SCOTT LLC · Glastonbury, CT
INTEGRATED WEALTH CONCEPTS LLC · GLASTONBURY, CT
CORNERSTONE PLANNING GROUP · Glastonbury, CT
USI ADVISORS · Glastonbury, CT

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