Teodora Komitova Grant
Investment adviser representative at Usi Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Usi AdvisorsMar 2017 to now
- Usi Consulting GroupMar 2017 to now
- Usi SecuritiesMar 2017 to now
- MML Investors Services LLCFeb 2015 to Mar 2017
- Massmutual Life Insurance CoJan 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (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
- 4769504
- Firm CRD
- 108113