Tyler James Morin
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.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Feb 2026 to Feb 2026
- LPL Financial LLCJan 2021 to Feb 2026
- Zions BankJan 2021 to Feb 2026
- Bank of America, N.A.Oct 2019 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Dec 2020
- Charles Schwab & Co., Inc.Mar 2014 to Oct 2019
- Charles Schwab BankMar 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 5540391
- Firm CRD
- 14455