Evan Christopher Mallory
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Oct 2023 to Feb 2026
- W&s Brokerage ServicesJul 2022 to Oct 2023
- Western & Southern LifeJun 2022 to Oct 2023
- Micro CenterMay 2020 to Jun 2022
- Fudan UniversityJul 2019 to Jul 2022
- UnemployedMay 2019 to Jul 2019
- Chartwells Higher Education Dining ServicesJan 2018 to Aug 2018
- Breadsmith Franchising Inc.Dec 2016 to Oct 2017
- Local 5 IatseOct 2016 to Jun 2022
- Xavier UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7608035
- Firm CRD
- 14455