Joseph Jon Cotoia
Investment adviser representative at Usi Advisors
10 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
10 years in the industry.
- Usi AdvisorsSep 2026 to now
- Usi Consulting GroupSep 2026 to now
- UnemployedOct 2025 to Aug 2026
- Victory Capital Services, Inc.Apr 2025 to Sep 2025
- Amundi Distributor Us, Inc.Jan 2021 to Apr 2025
- Amundi Pioneer Distributor, Inc.Jul 2017 to Dec 2020
- Pioneer Funds Distributor, Inc.Feb 2016 to Jun 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 5999461
- Firm CRD
- 108113