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Eric Sholberg
from Usi Advisors
Eric Sholberg is a financial advisor based in Connecticut, Glastonbury,
with 21 years of experience. Eric currently works for
Usi Advisors.
Eric maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Eric Sholberg works at Usi Advisors
Usi Advisors is a financial advisory firm based in Glastonbury, Connecticut. It currently has approximately $591,644,444 of assets under management and employs about 69 people. Usi Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
95 Glastonbury Blvd., Suite 102, Glastonbury, Connecticut, 6033
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