Carrie
Grisso

U.S. Bancorp Investments, Inc

CRD#4135664
Investment Advisor
in Saint Paul, MN

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About this Advisor

Carrie Grisso is a financial advisor operating out of Saint Paul, Minnesota with 2 years of relevant experience. Grisso currently works for U.S. Bancorp Investments, Inc. Their career trajectory has included roles at U.S. Bancorp Investments, Inc. Grisso holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in Ohio. U.S. Bancorp Investments, Inc is a firm based out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 employees. It controls $13 billion in assets under management across its 57,394 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 32 charitable organizations. Of its 57,394 customer accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has 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. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by U.S. Bancorp Investments, Inc most likely include asset-based and other fees.

Certifications and Registrations

Series 63, 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

60 Livingston Avenue
Saint Paul, MN 55107

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

MN Average: 157
Total Number of Accounts

57,394

MN Average: 8,262
Average Account Size

$233,336

MN 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

Carrie Grisso Work History

Carrie 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. Bancorp Investments, Inc

2011 - 2021 (10 years)

U.S. Bancorp Investments, Inc

*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 Carrie Grisso 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

Vincent Dhliwayo
West Linn, OR
Teresa Lassandro
Nampa, ID
John Schmitt
Madison, WI
Brady Jacobsen
Lebanon, OR
Philip Etling
Cincinnati, OH
Tyson Scofield
San Francisco, CA
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA

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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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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