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Melissa Rivas

U.s. Bancorp Advisors, LLC

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About Melissa Rivas

Melissa Rivas is an investment advisor representative with over 18 years of experience in the financial services industry. Melissa currently works at U.S. Bancorp Advisors, LLC. Melissa is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Melissa has worked with many different types of clients, including high-net-worth individuals, corporations, and pension plans. Previously, Melissa was employed by Vanguard Marketing Corporation, Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and USAA Investment Management Company.

Firm Information

Melissa Rivas 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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Melissa Rivas’s Registration & Firm History

AZ

02/12/2024 - Present

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

AZ

06/17/2015 - 05/02/2023

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

06/19/2014 - 06/05/2015

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

09/21/2007 - 05/16/2014

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

02/07/2006 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

NY

05/05/2005 - 01/26/2006

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Rivas.
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