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Monisha R Mapp

U.s. Bancorp Advisors, LLC

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About Monisha R Mapp

Monisha Mapp is an investment advisor representative with U.S. Bancorp Advisors, LLC and has been in the industry since October 2014. Monisha holds licenses for both Securities and Investment Advisory services and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Monisha also offers selection of other advisers. Monisha has previously worked at WELLS FARGO CLEARING SERVICES, LLC, J.P. MORGAN SECURITIES LLC, and MORGAN STANLEY.

Firm Information

Monisha Mapp 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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Monisha Mapp’s Registration & Firm History

CA

01/06/2022 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

MO

04/24/2015 - 05/11/2020

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

NY

01/04/2013 - 09/19/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NJ

07/09/2012 - 01/16/2013

MORGAN STANLEY (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 03/04/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/15/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monisha R Mapp.
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