Joseph O'brien
Investment adviser representative at U.S. Bancorp Advisors, LLC
13 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
13 years in the industry.
- U.S. Bancorp Advisors, LLCSep 2026 to now
- U,s, Bancorp Advisors, LLCSep 2026 to now
- U.S. Bancorp Investments, Inc.Sep 2026 to now
- U.S. BankSep 2026 to now
- Fidelity InvestmentsJul 2025 to Sep 2026
- Fidelity InvestmentAug 2022 to Jul 2025
- Fidelity InvestmentsSep 2021 to Aug 2022
- UnemployedAug 2021 to Sep 2021
- Suny GeneseoMay 2020 to Aug 2021
- Pet GoodsMay 2018 to Aug 2018
- The State University of New York At GeneseoAug 2017 to May 2020
- Edgemont CampMay 2017 to Aug 2017
- Dobbs Ferry High SchoolJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7450394
- Firm CRD
- 14455