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Andrew Nathanael Luquin

USI Advisors

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About Andrew Nathanael Luquin

Andrew Luquin is a financial advisor with USI Advisors. Andrew Luquin has been in the industry since February 14, 2008. Andrew Luquin's firm, USI Advisors, is an investment adviser with offices in Glastonbury, CT and Irvine, CA. USI Advisors has 35 licensed agents, 71 investment adviser representatives, 30 registered representatives, 42 employees performing investment advisory functions, and 2 adviser representatives for other investment advisers. Andrew Luquin is registered to provide investment advice in California.

Firm Information

Andrew Luquin is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Luquin’s Registration & Firm History

CA

08/05/2024 - Present

USI Advisors (IRVINE CA)

CA

04/17/2024 - 07/09/2024

LPL FINANCIAL LLC (IRVINE CA)

MA

04/26/2022 - 03/18/2024

ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)

NJ

01/24/2011 - 03/31/2022

ADP BROKER-DEALER, INC. (ROSELAND NJ)

GA

08/04/2009 - 12/15/2010

E*TRADE SECURITIES LLC (ALPHARETTA GA)

CA

03/10/2006 - 08/02/2007

PACIFIC CORNERSTONE CAPITAL INCORPORATED (IRVINE CA)

NY

09/12/2005 - 02/02/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Nathanael Luquin.
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