Career
William Tremko has been CEO of Usi Advisors since June 2014. William Tremko is a control person of the firm and directly owns under 5% of it.
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.
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Connecticut | Approved | 14 October 1994 |
| Texas | Approved | 15 January 2003 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 16 June 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 April 2002 |
| Series 7 | General Securities Representative Examination | 5 March 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2001 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- William Michael Tremko
- CRD
- 4495149
- Office
- 95 GLASTONBURY BLVD., SUITE 102, Glastonbury, CT 06033
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does William Tremko work?
William Tremko has been CEO of Usi Advisors, Inc. since June 2014, and is a control person of the firm.
Is William Tremko a financial advisor?
Yes. William Tremko has a current investment-adviser registration in Connecticut and Texas, through Usi Advisors since October 1994.
How many years of experience does William Tremko have?
William Tremko has 32 years in the financial industry, since October 1994, across 1 adviser firm.
What exams has William Tremko passed?
William Tremko has passed 5 licensing exams: the Series 65, Series 7, Series 63, Series 26 and Series 99TO. The earliest, the Series 65, was passed in June 2001. FINRA credited William Tremko with the SIE, which began in October 2018.
Where is William Tremko based?
William Tremko’s registered office is in Glastonbury, CT.