U.s. Bancorp Advisors, LLC

U.s. Bancorp Advisors, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,387,160,512 in 3,901 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,387
    MILLION
  • Total Number of Accounts
    3,901
    ACCOUNTS
  • Average Account Value
    $355,591
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at U.s. Bancorp Advisors, LLC
Showing 91 - 100 of 122 top financial advisors.
91
Patricia M. Schlee
CRD#: 2317197
800 N. Brand Blvd., 16th Floor, Glendale, CA 91203

Patricia Schlee (CRD# 2317197) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendale, CA and has over 31 years of experience in the finance industry.

92
Evan F. Seibly
CRD#: 5353859
800 N. Brand Blvd., 16th Floor, Glendale, CA 91203

Evan Seibly (CRD# 5353859) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendale, CA and has over 16 years of experience in the finance industry.

93
Jennifer J. Serrano
CRD#: 4449809
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

Jennifer Serrano (CRD# 4449809) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendale, CA and has over 22 years of experience in the finance industry.

94
Ahren J. Shirai
CRD#: 6291048
17951 Macarthur Blvd., Irvine, CA 92614

Ahren Shirai (CRD# 6291048) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Irvine, CA and has over 10 years of experience in the finance industry.

95
Stacy S. Smith
CRD#: 2258785
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

Stacy Smith (CRD# 2258785) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendale, CA and has over 31 years of experience in the finance industry.

96
Boo Y. Song
CRD#: 4334284
1420 5th Avenue, 10th Floor, Seattle, WA 98101

Boo Song (CRD# 4334284) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

97
Fumi Suzuki
CRD#: 4704080
350 California St, 18th Floor, San Francisco, CA 94104

Fumi Suzuki (CRD# 4704080) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

98
Darlene F. Swatik
CRD#: 4274701
21201 Hawthorne Boulevard, Torrance, CA 90503

Darlene Swatik (CRD# 4274701) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Torrance, CA and has over 22 years of experience in the finance industry.

99
Michael A. Sywyk
CRD#: 6589959
9460 Wilshire Blvd., Beverly Hills, CA 90212

Michael Sywyk (CRD# 6589959) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Beverly Hills, CA and has over 8 years of experience in the finance industry.

100
Roger R. Szendrey
CRD#: 2802329
507 Silver Spur Rd, Rolling Hills Estates, CA 90274

Roger Szendrey (CRD# 2802329) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Rolling Hills Estates, CA and has over 27 years of experience in the finance industry.

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