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Christina Re Yakaboski

Investment adviser representative at Usi Advisors
10 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

10 years in the industry.

  1. Usi AdvisorsJul 2025 to now
  2. Usi Consulting GroupJul 2025 to now
  3. Stifel, Nicolaus & Company, Inc.Jun 2024 to Jun 2025
  4. Stifel, Nicolaus & Company, Inc.Jun 2023 to Aug 2023
  5. Brookhaven National LabJun 2022 to Aug 2022
  6. Main Road Biscuit Co.May 2021 to Aug 2021
  7. Lehigh UniversityAug 2020 to May 2024
  8. Riverhead High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
7758906
Firm CRD
108113
Advisor's SEC record (opens in a new tab)
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