Elaine Yefun Lee
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. BankApr 2023 to now
- U.S. Bancorp Investments, Inc.Apr 2023 to Feb 2026
- First Republic BankMay 2022 to Jan 2023
- First Republic Investment Management, IncMay 2022 to Jan 2023
- First Republic Securities Company, LLCMay 2022 to Jan 2023
- Bancwest Investment ServicesMar 2018 to May 2022
- Bank of the WestMar 2018 to May 2022
- Unionbanc Investment ServicesJul 2016 to Mar 2018
- Mufg Union Bank NAJun 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2003
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
- 4626289
- Firm CRD
- 14455