Alexandros P Terzis
Investment adviser representative at U.S. Bancorp Advisors, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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
16 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2020 to now
- U.S. Bancorp Investments, Inc.Dec 2025 to Feb 2026
- USAA Investment Management CompanyJan 2018 to Feb 2020
- Property ManagerAug 2016 to Feb 2020
- USAA Financial Advisors IncFeb 2015 to Feb 2020
- USAA Financial Planning ServicesFeb 2015 to Feb 2020
- Dpr Realty LLCFeb 2010 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 5223123
- Firm CRD
- 14455