US Advisory Group, LLC .(“USAG”) is a state of Massachusetts registered investment adviser located in Beverly, Mass. Investment advisory services are offered through USAG, a Registered Investment Advisor.
BD agents or IA reps that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
USAG and its representatives are in compliance with the current filing requirements imposed upon state registered investment advisers by those states in which USAG maintains clients. USAG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. USAG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of USAG’s web site on the Internet should not be construed by any consumer and/or prospective client as USAG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by USAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of USAG, please contact the the state securities regulators for those states in which USAG maintains a notice filing. A copy of USAG’s current written disclosure statement, including ADV Part ll, discussing USAG’s business operations, services, and fees is available from USAG upon written request. USAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to USAG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of USAG’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or analysis regarding USAG’s positions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
Please also understand that different types of investments, (even those suggested or undertaken by USAG), calls for wide-reaching degrees of risk. There can be no definite assurance that the future performance of any specific investment or investment strategy will be profitable or will equal any historical performance level(s).
Click for a copy of our 2023 ADV Brochure Part 2A
Click for a copy of our Table of Fees for Services