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Matthew Thomas Roberts

U.s. Bancorp Investments, Inc.

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About Matthew Thomas Roberts

Matthew Thomas Roberts is a financial advisor currently registered with U.S. Bancorp Investments, Inc. based in Los Angeles, CA. Matthew has been in the financial industry for 10 years, starting in 2002 with Wells Fargo Investments, LLC, also based in CA. Matthew holds multiple licenses including Series 7, Series 63, and Series 66, demonstrating a commitment to providing comprehensive financial advice to clients. Matthew is committed to helping clients achieve their financial goals through personalized investment strategies.

Firm Information

Matthew Roberts is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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other

12b-1,networking&shareholder serv,product partner arrangements

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Matthew Roberts’s Registration & Firm History

CA

08/19/2021 - Present

U.s. Bancorp Investments, Inc. (Los Angeles CA)

CA

03/03/2008 - 05/28/2010

WELLS FARGO INVESTMENTS, LLC (LONG BEACH CA)

CA

05/16/2002 - 09/07/2007

WELLS FARGO INVESTMENTS, LLC (LONG BEACH CA)

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Licenses & Designations

BC

Issued 03/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/13/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Thomas Roberts. Review regulatory record here.
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