Melinda M. Robidoux

USI SECURITIES

Glastonbury, CT 06033

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CRD#: 2848093

Professional summary

Melinda Mcdonald Robidoux, who also goes by Melinda Mcdonald, Melinda Lee Robidoux, is a registered financial advisor currently at USI SECURITIES, INC. located in Glastonbury, Connecticut and USI ADVISORS located in Glastonbury, Connecticut.

Melinda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Melinda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melinda Mcdonald | Melinda Lee Robidoux

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.

Circa Antiques & Collectibles, LLC. 225 Main St Wethersfield, CT 06109. Start Date: 4/27/2021. Retail Antique & Collectibles. Managing Partner 70%. Gary A. 30% partner. Oversee business operations buyer/creative director. 10-12 hours week with occasional hours during trading hours. This is a retail store only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Mcdonald Robidoux's CRS (Customer Relationship Summary).

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

Current

July 25, 2022 - Present

USI SECURITIES, INC.

Office #1: 95 Glastonbury Blvd Suite 102, Glastonbury, CT 06033

RIA

CRD#: 43793

Glastonbury, CT

Current

August 5, 2022 - Present

USI ADVISORS

Office #1: 95 Glastonbury Blvd. Suite 410, Glastonbury, CT 06033

RIA

CRD#: 108113

Glastonbury, CT

Current

May 6, 2021 - Present

USI SECURITIES, INC.

Office #1: 95 Glastonbury Blvd Suite 102, Glastonbury, CT 06033

RIA

CRD#: 43793

Glastonbury, CT

Past

December 4, 2012 - February 3, 2020

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

HARTFORD, CT

Past

January 8, 2010 - February 9, 2011

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

March 1, 2007 - February 9, 2011

HARTFORD FUNDS DISTRIBUTORS, LLC

CRD#: 45995

WAYNE, PA

Past

May 11, 2006 - November 26, 2012

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

SIMSBURY, CT

Past

March 12, 1997 - February 9, 2011

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

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".

USI ADVISORS

USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA

Registered Investment Advisory firm - (6/18/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(5/6/2021)

IAR

Connecticut
(7/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/10/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/16/1998

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

USI ADVISORS

USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA

Registered Investment Advisory firm - (6/18/1999 Approved)

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Contact information

Main Address

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033

Mailing Address

Phone number

(860) 633-5283

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

USIA ADV 2A - JULY 2025 (7/3/2025)

Regulatory assets under management

Total Number of Accounts	1,346
AUM (Assets Under Management)	$ 48,864,913,348

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.

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Firm Stability Insights

Melinda M. Robidoux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melinda Mcdonald Robidoux's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI ADVISORS

USI SECURITIES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

HARTFORD FUNDS DISTRIBUTORS, LLC

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

Primary Firm SEC Registration

USI ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2022

Series 63

Date: 4/19/2002

SIE

Date: 10/1/2018

Series 6

Date: 3/10/1997

Series 26

Date: 2/16/1998

FINRA

Current Firm

USI ADVISORS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

USI ADVISORS

TRUST BUT VERIFY

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