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Patrick Martin Edwards

USI Advisors

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About Patrick Martin Edwards

Patrick Edwards is an investment advisor representative registered with USI Advisors. Patrick has been in the industry since January 17, 2011. Patrick has worked for a number of firms over the years, including Mutual of America Life Insurance Company, Mutual of America Securities LLC, LPL Financial LLC, and Edward Jones. Patrick is registered in Ohio.

Firm Information

Patrick Edwards 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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Patrick Edwards’s Registration & Firm History

OH

07/15/2016 - Present

USI Advisors (Cincinnati OH)

KY

12/18/2013 - 06/14/2016

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (FLORENCE KY)

KY

12/18/2013 - 06/14/2016

MUTUAL OF AMERICA SECURITIES LLC (FLORENCE KY)

IL

01/12/2010 - 08/14/2012

LPL FINANCIAL LLC (PLAINFIELD IL)

IL

12/21/2007 - 03/07/2008

EDWARD JONES (NAPERVILLE IL)

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Licenses & Designations

BOTH

Issued 01/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Martin Edwards.
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