Siara Charrel Montgomery
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Dec 2021 to Feb 2026
- U.S. BankNov 2021 to Nov 2025
- Stifel Nicolaus & Co IncJan 2020 to Nov 2021
- Edward JonesSep 2017 to Jan 2020
- Mary KaySep 2015 to Aug 2017
- UberAug 2015 to Aug 2017
- ScottradeJan 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6430492
- Firm CRD
- 14455