Melody Mae Bliss
Investment adviser representative at U.S. Bancorp Advisors, LLC
12 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Melody Mae Bliss? 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
12 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Feb 2024 to Feb 2026
- Cuso Financial Services, LPJan 2022 to Feb 2024
- Key Investment ServicesJun 2020 to Jan 2022
- KeybankMay 2020 to Jan 2022
- Wells Fargo Clearing Services,LLCNov 2018 to May 2020
- Wells Fargo Bank, NANov 2016 to May 2020
- Home MakerSep 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7048296
- Firm CRD
- 14455