Robert Christopher Holt
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Robert Christopher Holt? 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCApr 2026 to now
- Rio Salado CollegeAug 2021 to now
- The Vanguard Group, Inc.May 2023 to Mar 2026
- Vanguard Advisers, Inc.May 2023 to Mar 2026
- Vanguard Marketing CorporationMay 2023 to Mar 2026
- Wells Fargo Clearing Services LLCJan 2018 to May 2023
- Wells Fargo Bank NANov 2015 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6898997
- Firm CRD
- 14455