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Fumi Suzuki

U.s. Bancorp Advisors, LLC

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About Fumi Suzuki

Fumi Suzuki is a financial advisor currently registered with U.S. Bancorp Advisors, LLC. Fumi has been working in the financial services industry since August 27, 2007. Prior to joining U.S. Bancorp Advisors, LLC, Fumi worked at Bancwest Investment Services, Inc. and UnionBanc Investment Services, LLC. Fumi specializes in portfolio management for individuals and businesses. Fumi has been registered with the state of California since September 7, 2012 and has been registered with the state of Ohio since February 3, 2015. Fumi also has a Series 66 license and is registered with FINRA.

Firm Information

Fumi Suzuki 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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Fumi Suzuki’s Registration & Firm History

CA

09/06/2012 - Present

U.s. Bancorp Advisors, LLC (SAN FRANCISCO CA)

CA

08/17/2011 - 08/28/2012

BANCWEST INVESTMENT SERVICES, INC. (LOS ANGELES CA)

CA

08/20/2007 - 08/18/2011

UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 09/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fumi Suzuki.
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