Samuel
Prussack

U.S. Bancorp Investments, Inc

CRD#6442051
Investment Advisor
in Hillsboro, OR

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About this Advisor

Samuel Prussack is a financial advisor based in Hillsboro, Oregon, working with U.S. Bancorp Investments, Inc. Samuel has previously held positions at U.S. Bank and U.S. Bancorp Investments, Inc. Samuel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oregon. Currently, Samuel is part of U.S. Bancorp Investments, Inc, which operates out of Hillsboro, Oregon. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

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

2550 Ne 106Th Ave
Hillsboro, OR 97124

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

OR Average: 157
Total Number of Accounts

60,028

OR Average: 8,262
Average Account Size

$264,455

OR 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

Samuel Prussack Work History

2015 - Present (9 years)

U.S. Bancorp Investments, Inc

2013 - 2019 (6 years)

U.S. Bank

Disclosures

Please visit the SEC profile of Samuel Prussack 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

Grigoriy Kuznetsov
Saint Paul, MN
Danish Rauf
Des Plaines, IL
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Samuel Leidholm
Bismarck, ND
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, 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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