Giuseppe Distefano, financial advisor San Jose CA
90 score

Giuseppe Distefano

CRD Number: 5990785
Current Firm: U.s. Bancorp Investments, Inc.

Giuseppe Distefano (CRD# 5990785) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Jose, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. San Jose, CA Nov 2013 - Current 3
E*trade Capital Management, LLC Palo Alto, CA Oct 2013 - Nov 2013 < 1
E*trade Securities LLC Palo Alto, CA Oct 2013 - Nov 2013 < 1
Morgan Stanley Smith Barney Palo Alto, CA Oct 2011 - Oct 2013 2
Citibank Los Gatos, CA Sep 2009 - Oct 2011 2
None San Jose, CA May 2009 - Sep 2009 < 1
Wamu San Jose, CA Jul 2007 - May 2009 1
Bank Of America San Jose, CA Feb 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Giuseppe A. Distefano
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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