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William John Angelotti

U.s. Bancorp Advisors, LLC

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About William John Angelotti

William John Angelotti is an Investment Advisor Representative with U.S. Bancorp Advisors, LLC. William John Angelotti has been in the financial services industry since August 28, 1998. William John Angelotti is registered in 51 states and the District of Columbia. William John Angelotti has experience with both individuals and businesses, and has received a number of certifications including the Series 7, 24, 31, 63, 65 and 99TO exams.

Firm Information

William Angelotti 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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William Angelotti’s Registration & Firm History

AZ

06/22/2005 - Present

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

TX

09/17/1999 - 11/22/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MA

02/18/1999 - 08/23/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/18/1999 - 08/23/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

10/27/1997 - 12/08/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 10/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Angelotti.
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