Romeo Mortera
Investment adviser representative at U.S. Bancorp Advisors, LLC
12 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
12 years in the industry.
- U.S. Bancorp Advisors, LLCJun 2026 to now
- Ameriprise Financial Services, LLCJan 2025 to May 2026
- Exam PreparationJun 2024 to Jan 2025
- Premier Tennis LLCJul 2020 to May 2024
- University of UtahJul 2019 to May 2024
- California State University, FresnoAug 2018 to Jun 2019
- Texas Tech UniversityOct 2017 to Jul 2018
- Extended TravelJul 2017 to Sep 2017
- Texas Tech UniversitySep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 8031824
- Firm CRD
- 14455