Phillip Victor Swayze
Investment adviser representative at U.S. Bancorp Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Phillip Victor Swayze? Claim your profile
Contact this firm
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
13 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. BankMay 2021 to now
- U.S. Bancorp Investments, Inc.May 2019 to Feb 2026
- Key Investment Services LLCSep 2014 to May 2019
- Key BankSep 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6395550
- Firm CRD
- 14455