Anthony Alberico
Investment adviser representative at U.S. Bancorp Advisors, LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
Are you Anthony Alberico? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- U.S. Bancorp Advisors, LLCAug 2020 to now
- UnemployedMay 2020 to Aug 2020
- Unionbanc Investment ServicesJul 2015 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4243048
- Firm CRD
- 14455