BN

Boris Michael Natyshak

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
49 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Fees for Institutional Advisory Services are generally subject to negotiation. USI Securities may receive compensation from the Program Sponsor selected by the Institutional Client, who calculates and deducts fees directly from client accounts. Some scenarios may involve the implementation of a minimum fee/charge, which will be specified in the Investment Advisory Agreement. The advisory fees will be prorated for the number of days in which the accounts were open in the event of contract termination.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Boris works as a sports commentator for Buckeye Broadband. This activity requires minimal time annually and does not occur during trading hours.

Employment History
Current Registrations
Usi Securities, INC.
June 2018 - Present · 7 yrs 7 mos
Usi Securities, INC. Broker
June 2018 - Present · 7 yrs 7 mos
Usi Advisors
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Pentegra Investors, INC.
June 2015 - October 2016 · 1 yr 4 mos
Pentegra Distributors INC.Broker
June 2015 - October 2016 · 1 yr 4 mos
Obs Financial Services, INC.
June 2008 - January 2014 · 5 yrs 7 mos
New England SecuritiesBroker
June 1991 - October 1991 · 4 mos
State Registrations2 states
MIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.