Ahmad Anwary
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 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
10 years in the industry.
- U.S. Bancorp Advisors, LLCMay 2025 to now
- Bank of America, N.A.Mar 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to May 2025
- J.P. Morgan Securities LLCSep 2021 to Jan 2024
- JPMorgan Chase Bank, N.A.Sep 2021 to Jan 2024
- UnemployedAug 2021 to Aug 2021
- CitibankJul 2017 to Jul 2021
- UnemployedJun 2017 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7453032
- Firm CRD
- 14455