Rogelio Alejandro Cruz mendez
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCMar 2026 to now
- Charles Schwab & Co., Inc.Sep 2025 to Mar 2026
- Bank of AmericaDec 2024 to Aug 2025
- UnemployedApr 2024 to Nov 2024
- United States Marine CorpsMar 2019 to Mar 2024
- UpsJul 2017 to Feb 2019
- McdonaldsSep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8148662
- Firm CRD
- 14455