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Gilbert Chavez Melgoza

U.s. Bancorp Advisors, LLC

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About Gilbert Chavez Melgoza

Gilbert Chavez Melgoza has been in the securities industry since March 1994 and is currently registered with U.S. Bancorp Advisors, LLC in San Carlos, California. Gilbert holds Series 7 and Series 63 licenses and the SIE exam, and has been an active investment advisor since 2000. Gilbert's specialties include portfolio management for businesses and individuals. Gilbert has experience working with clients who include insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.

Firm Information

Gilbert Melgoza 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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Gilbert Melgoza’s Registration & Firm History

CA

01/16/2014 - Present

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

NA

03/23/1994 - 04/01/1996

BANCAL INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 08/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gilbert Chavez Melgoza. Review regulatory record here.
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