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Anthony L. Mascia

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CRD#: 1297801
AM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Lawrence Mascia, who also goes by Tony Mascia, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1987. Anthony had worked at 17 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tony Mascia

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 2, 2004 - September 30, 2004

USI SECURITIES, INC.

BD
CRD#: 43793
GLASTONBURY, CT
Past

January 22, 2003 - March 27, 2003

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

August 20, 2001 - December 31, 2001

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

April 6, 2000 - June 29, 2000

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
SYOSSET, NY
Past

January 24, 2000 - February 12, 2000

ALL-TECH DIRECT, INC.

BD
CRD#: 13992
MONTVALE, NJ
Past

March 6, 1997 - February 2, 2000

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

March 11, 1996 - December 18, 1996

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

January 31, 1996 - March 7, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

May 8, 1995 - September 25, 1995

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

May 11, 1994 - April 28, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 11, 1994 - April 28, 1995

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

January 3, 1994 - April 14, 1994

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

July 16, 1993 - December 22, 1993

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

November 4, 1992 - July 7, 1993

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

March 19, 1992 - November 6, 1992

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

May 7, 1991 - January 6, 1992

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

January 10, 1991 - May 7, 1991

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

June 15, 1987 - December 31, 1990

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

February 26, 1987 - April 29, 1987

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
US
USI SECURITIES, INC.
USI SECURITIES, INC.

CRD#: 43793 / SEC#: 801-56578, 8-50429

RIA
Registered Investment Advisory firm - SEC (6/4/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/28/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


US
USI SECURITIES, INC.
USI SECURITIES, INC.

CRD#: 43793 / SEC#: 801-56578, 8-50429

RIA
Registered Investment Advisory firm - SEC (6/4/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033
Mailing Address
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033
Phone number
(860) 652-3239
Established
Delaware since 07/29/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
25

SEC notice filing (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

USI SECURITIES, INC. - RIA - FORM ADV PART 2A (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
USIC INVESTMENT GROUP INC.SHAREHOLDER
BOWMAN, RICHARD CHARLESFINOP, DIRECTOR OF OPERATIONS2356525
GRITZER, JOSEPH JOHN JRPRESIDENT2162679
KAPPUS, DAVID LTREASURER6837749
NEWBORN, ERNEST JOSHUADIRECTOR/SECRETARY3154426
ROBIDOUX, MELINDA MCDONALDCHIEF COMPLIANCE OFFICER2848093
TREMKO, WILLIAM MICHAELCHIEF EXECUTIVE OFFICER4495149

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


USI SECURITIES, INC.

CRD#: 43793

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