Quinton Robert Espinosa
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Dec 2024 to Feb 2026
- Bank of America, N.A.Apr 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to Dec 2024
- Goldman SachsAug 2021 to Feb 2023
- Payassist IncMay 2021 to Jul 2021
- All Nation HomesDec 2020 to May 2021
- United States House of RepresentativesSep 2019 to Dec 2019
- Island StoneFeb 2019 to Aug 2019
- Tesla IncDec 2017 to Feb 2019
- MunchJun 2017 to Sep 2017
- Ideal Bar and GrillMar 2017 to Dec 2017
- University of California Santa CruzSep 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7421184
- Firm CRD
- 14455