William Michael Tremko
Investment adviser representative at Usi Advisors
33 yearsExperience
2 statesRegistered 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
33 years in the industry.
- Usi Securities Inc.Jan 2002 to now
- Usi AdvisorsOct 1994 to now
- Usi Consulting Group Inc.Sep 1993 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 4495149
- Firm CRD
- 108113