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Bindu Mukundray Patel

USI Advisors

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About Bindu Mukundray Patel

Bindu Patel is an active Investment Advisor Representative with Usi Advisors. Bindu Patel is also registered as a Broker-Dealer in Connecticut. Bindu Patel has been in the industry for over 20 years. Bindu Patel has previous experience at USI Securities, ING Investments Distributor, LLC, ING Investment Management Services LLC, ING Financial Advisers, LLC and FIS Securities, Inc.

Firm Information

Bindu Patel 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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Bindu Patel’s Registration & Firm History

CT

06/13/2014 - Present

USI Advisors (GLASTONBURY CT)

CT

11/05/2015 - 09/16/2022

USI SECURITIES, INC. (GLASTONBURY CT)

CT

08/16/2010 - 11/05/2013

ING INVESTMENTS DISTRIBUTOR, LLC (HARTFORD CT)

CT

01/15/2010 - 08/16/2010

ING INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

CT

03/28/2006 - 07/24/2007

ING FINANCIAL ADVISERS, LLC (HARTFORD CT)

MA

01/20/2000 - 09/14/2000

FIS SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bindu Mukundray Patel.
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