Bryce Montgomery Duncan
Investment adviser representative at U.S. Bancorp Advisors, LLC
12 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
12 years in the industry.
- U.S. Bancorp Advisors, LLCMar 2026 to now
- JPMorgan ChaseOct 2025 to Feb 2026
- Pace Financial AdvisorsApr 2025 to Sep 2025
- Cetera InvestorsAug 2024 to Apr 2025
- Columbia Credit UnionJul 2024 to Aug 2024
- First Technology Federal Credit UnionJan 2023 to Jul 2024
- Nw Events and EnvironmentsApr 2022 to Jun 2022
- H&r BlockMar 2022 to Jan 2023
- Youth With A MissionSep 2021 to Mar 2022
- Maximo NivelFeb 2021 to Jul 2021
- International Tefl AcademyDec 2020 to Jan 2021
- Royal Moore Certified Pre-owned DealershipJul 2020 to Nov 2020
- Kimpton Hotel MonacoMay 2019 to Mar 2020
- University of PortlandAug 2018 to May 2020
- Oregon Children's TheatreNov 2016 to Aug 2018
- Liberty High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7968128
- Firm CRD
- 14455