Chintan
Patel

U.S. Bancorp Investments, Inc

CRD#6905983
Investment Advisor
in San Jose, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chintan Patel is a financial advisor based in San Jose, California with a total of 2 years of relevant experience. Patel currently works for U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, Us Bank Na, U.S. Bancorp Investments, Inc and U.S. Bank. Patel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. U.S. Bancorp Investments, Inc is a financial advisory business that has its headquarters in Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 people on staff. It has $13 billion in assets across its 57,394 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 32 charities and foundations. Of its 57,394 accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets available to invest. U.S. Bancorp Investments, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors depend on which services are offered. However, fees billed by U.S. Bancorp Investments, Inc can consist of some blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

1099 Lincoln Avenue
San Jose, CA 95125

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

CA Average: $5,289,111,388
Total Number of Employees

1,987

CA Average: 157
Total Number of Accounts

57,394

CA Average: 8,262
Average Account Size

$233,336

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Chintan Patel Work History

Chintan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

U.S. Bancorp Investments, Inc

2021 - Present (3 years)

U.S. Bank

2018 - 2021 (3 years)

Wells Fargo Bank Na

2018 - 2021 (3 years)

Wells Fargo Clearing Services LLC

2015 - 2018 (3 years)

Us Bank Na

2011 - 2015 (4 years)

Wells Fargo Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chintan Patel 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 Investments, Inc

Teresa Lassandro
Nampa, ID
Annie Duyen-An Mai
San Jose, CA
James Copenhaver
Saint Paul, MN
Clayton Reed
Mackay, ID
Charles Vickery
Newport Beach, CA
Minjee Sohn
Loveland, OH
Seth Thiele
Sioux City, IA
Brady Jacobsen
Lebanon, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started