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Shanoor Salim Kalyan

Investment adviser representative at U.S. Bancorp Advisors, LLC
19 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

19 years in the industry.

  1. U.S. Bancorp Advisors, LLCFeb 2026 to now
  2. U.S. BankJun 2025 to now
  3. U.S. Bancorp Investments, Inc.Jun 2025 to Feb 2026
  4. UnemployedNov 2024 to Jun 2025
  5. U.S. Bancorp Investments, Inc.Oct 2023 to Nov 2024
  6. Wells Fargo Clearing Services, LLCNov 2016 to Sep 2023
  7. Wells Fargo Advisors, LLCFeb 2012 to Nov 2016
  8. Wells Fargo Bank, N.AOct 2007 to Sep 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2014

State registrations

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

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
6023294
Firm CRD
14455
Advisor's SEC record (opens in a new tab)
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