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Alex W Cabe

Investment adviser representative at Usi Advisors
11 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

11 years in the industry.

  1. Usi Advisors, Inc.Jul 2018 to now
  2. Usi Consulting Group, Inc.Jul 2018 to now
  3. UnemployedJul 2015 to Jun 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
6987624
Firm CRD
108113
Advisor's SEC record (opens in a new tab)
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