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Daniel A Cincera

U.s. Bancorp Advisors, LLC

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About Daniel A Cincera

Daniel Cincera is an investment advisor representative registered with U.S. Bancorp Advisors, LLC. Daniel is registered to conduct business in 51 states and 4 districts including Arizona, California, Oregon, and Washington. Daniel has been in the securities industry since January 30, 2013, and has experience in providing investment advice for individuals, businesses, and charitable organizations. Daniel has expertise in portfolio management and financial planning, and specializes in managing portfolios for high-net-worth individuals, pension plans, and corporations.

Firm Information

Daniel Cincera 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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Daniel Cincera’s Registration & Firm History

AZ

11/04/2021 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

01/31/2013 - 10/26/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 08/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/18/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel A Cincera.
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