Melinda Mcdonald Robidoux
Investment adviser representative at Usi Advisors
14 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
14 years in the industry.
- Usi AdvisorsAug 2022 to now
- Usi Securities, Inc.Apr 2021 to now
- Circa Antiques & Collectibles, LLCJan 2020 to now
- Prudential Insurance Company of AmericaNov 2012 to Feb 2020
- Prudential Investment Management Services, LLC.Nov 2012 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2022
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
- 2848093
- Firm CRD
- 108113