Alec Warren Grumet
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, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Aug 2025 to Feb 2026
- Fidelity Investment Services LLCAug 2020 to Aug 2025
- Guild Mortgage Company/aerotekJun 2020 to Aug 2020
- UnemployedOct 2019 to Jun 2020
- Vanguard GroupAug 2018 to Oct 2019
- Seeing MachinesDec 2017 to Aug 2018
- AppleAug 2016 to Jan 2017
- University of ArizonaAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6987515
- Firm CRD
- 14455