Michele
Melendez

U.S. Bancorp Advisors, LLC

CRD#6595461
Investment Advisor
in Glendale, CA

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About this Advisor

Michele Melendez is a financial advisor based in Glendale, California, working with U.S. Bancorp Advisors, LLC. Michele has previously held positions at Arthur Murray Dance Studio, Unionbanc Investment Services, and Ragg Tattoo. Michele has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Maryland, and Texas. Currently, Michele is part of U.S. Bancorp Advisors, LLC, which operates out of Glendale, 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 66, CERTIFIED FINANCIAL PLANNER™

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

800 N. Brand Blvd., 16Th Floor
Glendale, CA 91203

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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

Michele Melendez Work History

2015 - Present (9 years)

Unionbanc Investment Services

2014 - 2015 (1 year)

Ragg Tattoo

2003 - 2014 (11 years)

Arthur Murray Dance Studio

Disclosures

Please visit the SEC profile of Michele Melendez 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

Machristinapia Namihira
Los Angeles, CA
Melissa Rivas
Tempe, AZ
Laurel Clark
Tustin, CA
Brandon Remer
Minneapolis, MN
Francisco Lopez
Ventura, CA
Bradley Larson
Monterey, CA
Robert Dolman
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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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.

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