Michael
Robb

U.S. Bancorp Investments, Inc

CRD#4394055
Investment Advisor
in Denver, CO

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About this Advisor

Michael Robb is a financial advisor who works out of Denver, Colorado. Robb is on the advisory team at U.S. Bancorp Investments, Inc. Over the course of their career, Robb has held roles at First Republic Securities Company, LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Bancwest Investment Services, Bank Of The West, Bok Financial Securities, Inc, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, U.S. Bank, U.S. Bancorp Investments, Inc and The Milestone Group, Inc. Robb maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. U.S. Bancorp Investments, Inc is a financial advisory company operating out of Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 financial advisors. It administers $13 billion in assets under management across its 57,394 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 32 charitable organizations. Of its 57,394 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. U.S. Bancorp Investments, Inc provides a diverse array 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 largely are based on which services the firm provides the client. However, fees billed by U.S. Bancorp Investments, Inc most likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

less than 1 year

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

950 17Th St
Denver, CO 80202

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

CO Average: 157
Total Number of Accounts

57,394

CO Average: 8,262
Average Account Size

$233,336

CO 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

Michael Robb Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

U.S. Bancorp Investments, Inc

2022 - Present (2 years)

U.S. Bank

2022 - 2022 (< 1 year)

Morgan Stanley Private Bank, N.A

2021 - 2022 (1 year)

Morgan Stanley Smith Barney LLC

2018 - 2021 (3 years)

Bok Financial Securities, Inc

2018 - 2021 (3 years)

The Milestone Group, Inc

2017 - 2018 (1 year)

Bancwest Investment Services

2017 - 2018 (1 year)

Bank Of The West

2014 - 2016 (2 years)

J.P. Morgan Securities LLC

2014 - 2016 (2 years)

Jpmorgan Chase Bank, N.A

2012 - 2013 (1 year)

First Republic Securities Company, LLC

*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 Michael Robb 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

Dejene Ayalew
Saint Paul, MN
Cristian Spence
Modesto, CA
Charles Vickery
Newport Beach, CA
Minjee Sohn
Loveland, OH
Craig Zimmerman
Milwaukee, WI
Jonathan Rafferty
Las Cruces, NM
Casey Nelson
Saint Louis, MO
Teresa Lassandro
Nampa, ID

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.

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