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Eduardo A Aguayo

Investment adviser representative at U.S. Bancorp Advisors, LLC
12 yearsExperience
2 statesRegistered 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, LLCApr 2025 to now
  2. Morgan StanleyJan 2025 to Mar 2025
  3. Edward JonesJan 2024 to Dec 2024
  4. JPMorgan Chase BankSep 2018 to Oct 2023
  5. JP Morgan Securities, LLCMay 2013 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
6103964
Firm CRD
14455
Advisor's SEC record (opens in a new tab)
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