Reza
Sarem Aslani

U.S. Bancorp Investments, Inc

CRD#4834856
Investment Advisor
in Los Angeles, CA
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About this Advisor

Reza Sarem Aslani is a financial advisor who works out of Los Angeles, California, with 10 years in the industry. Sarem Aslani currently works for U.S. Bancorp Investments, Inc. Over the course of their career, Sarem Aslani has held roles at U.S. Bancorp Investments, Inc, Wells Fargo Bank, Wells Fargo Bank Business Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Mufg Union Bank, Unionbanc Investment Services and Us Bank. Sarem Aslani has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. U.S. Bancorp Investments, Inc is a financial advisory business operating out of Los Angeles, California. The company has offices in 2,154 locations and a total of 2,187 financial advisors. It manages $8 billion in assets under management across its 32,843 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 27 charitable organizations. Of its 32,843 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees vary depending on which services are provided. However, fee types charged by U.S. Bancorp Investments, Inc can consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

Yes

Office Location

633 West Fifth Street
Los Angeles, CA 90071

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$7,935,660,196

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

2,187

CA Average: 157
Total Number of Accounts

32,843

CA Average: 8,262
Average Account Size

$241,624

CA Average: $640,173

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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

Reza Sarem Aslani Work History

Reza has 10 years of experience.

2018 - Present (1 years)

U.S. Bancorp Investments, Inc

2018 - Present (1 years)

Us Bank

2017 - 2017 (0 years)

Northwestern Mutual Wealth Management Company

2017 - 2018 (1 years)

Mufg Union Bank

2017 - 2018 (1 years)

Unionbanc Investment Services

2016 - 2017 (1 years)

Northwestern Mutual Life Insurance Company

2016 - 2017 (1 years)

Northwestern Mutual Investment Services LLC

2013 - 2016 (3 years)

Wells Fargo Bank Business Group

2009 - 2013 (4 years)

Wells Fargo Bank

2008 - 2009 (1 years)

Wells Fargo Bank

Disclosures

Reza Sarem Aslani has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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