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RIA / WealthAdvisor26 years in industry

BINDU MUKUNDRAY PATEL

Advisor at USI ADVISORS

GLASTONBURY, CT

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Search this name across graphsid dfx:ria:e11f9c95-aa54-662e-cd31-b61ea91d3e24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 29, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: USI ADVISORS
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 11, 2000
First registration: Oct 29, 2002
Dual registered: no
Other names: BINDU M PATEL|BINDU M PATET-DUNN|BINDU M PATEL-DUNN|BINDU MUKUNDRAY PATEL-DUNN
IAPD individual key: 4115483

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
USI ADVISORS	Institutional manager	Jun 13, 2014	n/a	yes	GLASTONBURY, CT	Current employment
VOYA INVESTMENT MANAGEMENT CO. LLC	Asset manager	Jan 27, 2010	Nov 21, 2013	no	NEW YORK, NY	Previous registration
COLUMBIA MANAGEMENT ADVISORS, INC.	n/a	Apr 1, 2003	Sep 9, 2004	no	HARTFORD, CT	Previous registration
FLEET INVESTMENT ADVISORS INC.	n/a	Oct 29, 2002	Apr 1, 2003	no	HAARTFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VOYA INVESTMENT MANAGEMENT CO. LLC	USI ADVISORS	Nov 21, 2013	Jun 13, 2014	204	Firm change	Other
COLUMBIA MANAGEMENT ADVISORS, INC.	VOYA INVESTMENT MANAGEMENT CO. LLC	Sep 9, 2004	Jan 27, 2010	1,966	Firm change after gap	Other
FLEET INVESTMENT ADVISORS INC.	COLUMBIA MANAGEMENT ADVISORS, INC.	Apr 1, 2003	Apr 1, 2003	0	Firm change	Other

Relationships

Registered with (4)

→ USI ADVISORSRegistered adviserregistration: current employment
Jun 13, 2014 to presentfactForm ADV
→ VOYA INVESTMENT MANAGEMENT CO. LLCRegistered adviserregistration: previous registration
Jan 27, 2010 to Nov 21, 2013factForm ADV
→ COLUMBIA MANAGEMENT ADVISORS, INC.Registered adviserregistration: previous registration
Apr 1, 2003 to Sep 9, 2004factForm ADV
→ FLEET INVESTMENT ADVISORS INC.Registered adviserregistration: previous registration
Oct 29, 2002 to Apr 1, 2003factForm ADV

Dated events

No dated event names this entity yet.