Bart Edward Ballinger
Investment adviser representative at Usi Advisors
10 yearsExperience
1 stateRegistered in
$56.3BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Usi Advisors, Inc.Jun 2021 to now
- Usi Consulting Group, Inc.Mar 2018 to now
- Usi Securities, Inc.Mar 2018 to now
- Manning & Napier Investor Services, Inc.Nov 2017 to Mar 2018
- Perspective PartnersMay 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Usi Advisors
Legal name: Usi Advisors, Inc.
$56.3BAssets managed
1,353Clients
72Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2304993
- Firm CRD
- 108113