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Michael William Baron

USI Advisors

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About Michael William Baron

Michael William Baron is a registered investment advisor representative with USI Advisors. Michael William Baron has been in the industry since April 2009. Michael William Baron has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Michael William Baron is registered with the state of Connecticut. USI Advisors is a registered investment advisor with the SEC. USI Advisors has approximately 41.62 billion dollars of regulatory assets under management. USI Advisors specializes in retirement plan consulting. USI Advisors has a team of 71 investment advisor representatives. USI Advisors serves clients such as insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.

Firm Information

Michael Baron 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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Michael Baron’s Registration & Firm History

CT

11/15/2024 - Present

USI Advisors (GLASTONBURY CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael William Baron.
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