linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Kulik

USI Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Kulik

Brian Kulik is an investment advisor representative associated with USI Advisors, a firm that has been serving clients since 2012. Brian has over 10 years of experience in the financial services industry. Before joining USI Advisors, Brian was associated with Raymond James & Associates, Inc., Pensionmark Securities, LLC and Infinex Investments, Inc. Brian's registrations include Series 66, Series 24 and Series 7. Brian has experience serving high net worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and sovereign wealth funds and foreign official institutions.

Firm Information

Brian Kulik 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Kulik’s Registration & Firm History

CT

11/06/2023 - Present

USI Advisors (GLASTONBURY CT)

CT

01/09/2018 - 10/17/2023

PENSIONMARK SECURITIES, LLC (Bloomfield CT)

CT

09/23/2016 - 10/12/2017

RAYMOND JAMES & ASSOCIATES, INC. (Greenwich CT)

CT

03/03/2014 - 08/31/2016

INFINEX INVESTMENTS, INC. (MERIDEN CT)

Not sure if Brian Kulik is right for you?

Licenses & Designations

BOTH

Issued 12/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Kulik.
Not sure if Brian Kulik is right for you?