Pamela E Minish
Investment adviser representative at Usi Advisors
12 yearsExperience
1 stateRegistered in
CFADesignation
$56.3BFirm assets
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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
12 years in the industry.
- Usi AdvisorsOct 2023 to now
- Usi Consulting GroupOct 2023 to now
- Hooker & HolcombeDec 2018 to now
- Hooker & Holcombe Investment Advisors, Inc.Dec 2018 to now
- Key BankJun 2014 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2458939
- Firm CRD
- 108113