Steven Douglas Israel
Investment adviser representative at U.S. Bancorp Advisors, LLC
17 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
17 years in the industry.
- U.S. Bancorp Advisors, LLCAug 2026 to now
- U.S. BankApr 2026 to now
- UnemployedDec 2024 to Apr 2026
- JPMorgan Chase Bank NAFeb 2022 to Dec 2024
- JPMorgan Securities LLCFeb 2022 to Aug 2024
- UnemployedSep 2021 to Jan 2022
- Bank of America, N.A.Oct 2015 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Aug 2021
- Fox 46 Television (wjzy)Aug 2015 to Dec 2019
- AflacMay 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5072934
- Firm CRD
- 14455