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Monisha R Mapp

Investment adviser representative at U.S. Bancorp Advisors, LLC
12 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

12 years in the industry.

  1. U.S. Bancorp Advisors, LLCJan 2022 to now
  2. N/aMay 2021 to Dec 2021
  3. Fordham UniversityMay 2020 to May 2021
  4. Wells FargoOct 2014 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (OK).

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
4898415
Firm CRD
14455
Advisor's SEC record (opens in a new tab)
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