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Philip Charles Wellde

USI Advisors

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About Philip Charles Wellde

Philip Charles Wellde is an investment advisor representative with USI Advisors. Philip has been in the industry since 2000. Philip is registered in Virginia and is licensed to provide investment advice and securities brokerage services. He is also licensed to sell insurance products. Philip is a registered principal of USI Advisors. Philip has a Series 7, Series 63, Series 65, and Series 6TO licenses.

Firm Information

Philip Wellde 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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Philip Wellde’s Registration & Firm History

VA

01/27/2023 - Present

USI Advisors (Falls Church VA)

NC

11/16/2006 - 12/16/2009

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

VA

01/26/2005 - 11/17/2006

WELLS FARGO BROKERAGE SERVICES, L.L.C. (VIENNA VA)

WI

10/20/2000 - 12/31/2004

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

BC

Issued 06/27/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/02/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Charles Wellde.
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