Gary Allen Ulam
Investment adviser representative at U.S. Bancorp Advisors, LLC
15 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Gary Allen Ulam? 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
15 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Oct 2022 to Feb 2026
- Key Investment ServicesDec 2016 to Oct 2022
- Key BankJan 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4876706
- Firm CRD
- 14455