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Sarah Bruno

Director of Operations at Usi Advisors

Investment adviser and broker registrationsGlastonbury, CT

Sarah Bruno is Director of Operations of Usi Advisors, Inc., a Glastonbury investment adviser managing $56.3B. Sarah Bruno has been registered as an investment adviser representative through Usi Advisors since 18 April 2006, has 20 years in the industry across 1 firm and has passed the Series 7 and Series 66.

20
Years in industry
20
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Sarah Bruno has been Director of Operations of Usi Advisors since September 2017. Sarah Bruno is a control person of the firm and directly owns under 5% of it. Sarah Bruno holds a B.A. in Mathematics from Central Connecticut State University.

Usi Advisors, Inc. is a Glastonbury, CT firm with $56.3B under management, 1,353 clients and 48 advisers across 14 offices, as of its March 2026 filing.

USI Advisors’ brochure supplement lists Sarah Bruno as director of operations and describes earlier investment analyst, operations and compliance roles at the firm.

  1. – present · 20 years
    Glastonbury, CT · Adviser representative · Firm CRD 108113

Credentials and registrations

Investment adviser representative registrations

Connecticut18 April 2006
Status
Approved

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6617 April 2006
Name
Uniform Combined State Law Examination
Series 76 February 2006
Name
General Securities Representative Examination

Individual record

Full name
Sarah J Bruno
CRD
5090813
Office
95 GLASTONBURY BLVD., SUITE 102, Glastonbury, CT 06033
Firm bio
usicg.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Sarah Bruno work?

Sarah Bruno has been Director of Operations of Usi Advisors, Inc. since September 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Sarah Bruno a financial advisor?

Yes. Sarah Bruno has a current investment-adviser registration in Connecticut, through Usi Advisors since April 2006.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Sarah Bruno have?

Sarah Bruno has 20 years in the financial industry, since February 2006, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Sarah Bruno passed?

Sarah Bruno has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2006. FINRA credited Sarah Bruno with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Where is Sarah Bruno based?

Sarah Bruno’s registered office is in Glastonbury, CT.

Source: IAPD individual record, checked 18 October 2026

Leadership at Usi Advisors

Sources

  1. IAPD individual record, CRD 5090813. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Usi Advisors, Inc., filed 30 March 2026. Title, control and ownership bands.
  3. Usi Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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