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Dylan Toros Yerelekian

Investment adviser representative at U.S. Bancorp Advisors, LLC
8 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

8 years in the industry.

  1. U.S. Bancorp Advisors. LLCSep 2023 to now
  2. U.S. Bancorp Investments, Inc.May 2023 to Sep 2023
  3. U.S. BankMay 2023 to Sep 2023
  4. Union BankJun 2022 to May 2023
  5. Union BankSep 2021 to May 2022
  6. Union BankAug 2020 to Aug 2021
  7. University of California, RiversideApr 2019 to Sep 2021
  8. Union BankApr 2017 to Sep 2019
  9. Los Angeles Valley CollegeFeb 2017 to Aug 2019
  10. Three Hands Corp.Sep 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2023

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
7605268
Firm CRD
14455
Advisor's SEC record (opens in a new tab)
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