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Paul Warren Denu

USI Advisors

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About Paul Warren Denu

Paul Warren Denu has been in the financial services industry since 1991. Paul currently works for USI Advisors, and has worked for several firms over the course of his career, including Aetna Investment Services, Inc., and Allmerica Investments, Inc. Paul is registered as a Broker/Dealer and Investment Advisor Representative in 15 states. He specializes in providing services for various clients, including insurance companies, investment companies, charitable organizations, banking or thrift institutions, and pension and profit-sharing plans.

Firm Information

Paul Denu 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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Paul Denu’s Registration & Firm History

CT

07/27/2021 - Present

USI Advisors (GLASTONBURY CT)

CT

02/24/1994 - 07/17/2000

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

MA

07/16/1991 - 10/18/1993

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 05/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Warren Denu. Review regulatory record here.
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