Maryam Kayvani
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, LLCJul 2026 to now
- U.S. BankJul 2026 to now
- UnemployedMar 2026 to Jun 2026
- LPL Enterprise, LLCNov 2024 to Mar 2026
- The Prudential Insurance Company of AmericaAug 2024 to Mar 2026
- Pruco Securities, LLC.Aug 2024 to Nov 2024
- JP Morgan Chase Bank, N.A.Sep 2022 to Jul 2024
- JP Morgan Securities, LLCSep 2022 to Jul 2024
- UnemployedJun 2022 to Aug 2022
- Wells Fargo Bank, NASep 2021 to May 2022
- Wells Fargo Clearing Services, LLCSep 2021 to May 2022
- UmemployedApr 2021 to Aug 2021
- JP Morgan Chase Bank, N.A.Aug 2018 to Mar 2021
- JP Morgan Securities, LLCAug 2018 to Mar 2021
- Pemberley RealtyMay 2018 to Oct 2018
- Pentagan Federal Credit UnionNov 2017 to Aug 2018
- Keller Williams RealtyJun 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7027862
- Firm CRD
- 14455