Daniel Robert Casella
Investment adviser representative at Usi Advisors
16 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
16 years in the industry.
- Usi AdvisorsJan 2024 to now
- Usi Consulting GroupJan 2024 to now
- Usi SecuritiesJan 2024 to now
- Self-employedJul 2022 to now
- Triad AdvisorsNov 2018 to Jul 2022
- Resources Investment AdvisorsSep 2018 to Jul 2022
- Independent Financial PartnersNov 2010 to Oct 2018
- LPL Financial, LLCNov 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
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
- 3092169
- Firm CRD
- 108113