Bruce
Stava

U.S. Bancorp Advisors, LLC

CRD#1310855
Investment Advisor
in Palm Desert, CA

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About this Advisor

Bruce Stava is a financial advisor based in Palm Desert, California, working with U.S. Bancorp Advisors, LLC. Bruce has previously held positions at First Brokerage America, Beechwood Global Distributors, Td Ameritrade, Ef Legacy Securities, LLC, and U.S. Bancorp Advisors, LLC. Bruce has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Bruce is part of U.S. Bancorp Advisors, LLC, which operates out of Palm Desert, California. The firm has 203 offices and 238 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at U.S. Bancorp Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

36975 Cook Street
Palm Desert, CA 92211

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U.S. Bancorp Advisors, LLC Brokerage Details

Total Assets Under Management

$1,387,160,512

CA Average: $7,578,581,321
Total Number of Employees

238

CA Average: 43
Total Number of Accounts

3,901

CA Average: 3,727
Average Account Size

$355,591

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bruce Stava Work History

2023 - Present (2 years)

U.S. Bancorp Advisors, LLC

2020 - Present (5 years)

Ef Legacy Securities, LLC

2016 - 2018 (2 years)

Td Ameritrade

2015 - 2016 (1 year)

Beechwood Global Distributors

2006 - 2015 (9 years)

First Brokerage America

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Disclosures

Please visit the SEC profile of Bruce Stava to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Advisors, LLC

Brandon Remer
Minneapolis, MN
Bradley Larson
Monterey, CA
Laurel Clark
Tustin, CA
Robert Dolman
Tempe, AZ
Francisco Lopez
Ventura, CA
Ju Hyi Park
Glendale, CA
Melissa Rivas
Tempe, AZ
William Freedman
Laguna Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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