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David Michael Brisnehan

Usi Advisors

Greenwood Village

CO

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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Usi Securities Inc 4 years, 11 months Feb 2014 - Present
Usi Advisors Inc 4 years, 11 months Feb 2014 - Present
Usi Consulting Group 4 years, 11 months Feb 2014 - Present
401K Advisors 1 year, 11 months Feb 2012 - Jan 2014
Financial Telesis Inc. 1 year, 11 months Feb 2012 - Jan 2014
Financial Telesis, Inc. 2 years, 11 months Jan 2008 - Dec 2010
Van Gilder 4 years, 4 months Sep 2007 - Jan 2012

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 16, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 16, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Usi Advisors

Last updated on Sept. 5, 2017
    • $13.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 647
      Accounts
    • $21.1M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions