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Constance Susan Gerard

U.s. Bancorp Advisors, LLC

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About Constance Susan Gerard

Constance Susan Gerard is a financial advisor who is currently registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc. Constance Susan Gerard has experience in the financial services industry, having worked at U.S. BANCORP INVESTMENTS, INC. previously. Constance Susan Gerard holds the Series 99TO, SIE and Series 99 licenses and specializes in portfolio management for businesses and individuals.

Firm Information

Constance Gerard is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Constance Gerard’s Registration & Firm History

CA

08/07/2024 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

MO

09/10/2012 - 09/11/2017

U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)

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Licenses & Designations

BC

Issued 06/23/2023

Series 99TO - Operations Professional Examination

BC

Issued 05/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Constance Susan Gerard.
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