Matt William Mccarthy
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, LLC.Sep 2025 to now
- U.S. BankOct 2023 to now
- U.S. Bancorp Investments, Inc.Oct 2019 to now
- Steven PennFeb 2019 to Sep 2019
- Thomas HorkyFeb 2019 to Sep 2019
- Northwestern Mutual Investment Services LLCJan 2019 to Sep 2019
- Majestic Floors and More LLCOct 2018 to Dec 2018
- Genesis Mining LtdFeb 2018 to Sep 2018
- LyftJan 2018 to Dec 2018
- U.S. BankJul 2017 to Sep 2018
- US BancorpApr 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6335263
- Firm CRD
- 14455