Sabrina
Seward

U.S. Bancorp Investments, Inc

CRD#2316223
Investment Advisor
in Seattle, WA

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About this Advisor

Sabrina Seward is a certified financial planner who works out of Seattle, Washington, who has been in the advisory business for 13 years. Seward is an employee of U.S. Bancorp Investments, Inc. The advisor has gained experience at Wells Fargo Bank, N.A, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC, Lpl Financial LLC, Washington Wealth Managment, Private Advisor Group, LLC, U.S. Bank, U.S. Bancorp Investments, Inc and Financial Advocates Investment Management. Seward has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Washington. U.S. Bancorp Investments, Inc is an advisory firm operating out of Seattle, Washington. The investment advisory business has offices in 1,994 locations and a total of 2,398 employees. It handles $9 billion in assets across its 42,344 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 24 charitable organizations. Of its 42,344 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. The company performs a broad array 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. Fees for financial advice typically are based on the services provided. Fee types billed by U.S. Bancorp Investments, Inc may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

No

Office Location

1420 5Th Avenue
Seattle, WA 98101

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$8,988,554,145

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

2,398

WA Average: 157
Total Number of Accounts

42,344

WA Average: 8,262
Average Account Size

$212,275

WA 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

Sabrina Seward Work History

Sabrina has 13 years of experience.

2019 - Present (2 years)

U.S. Bank

2019 - Present (2 years)

U.S. Bancorp Investments, Inc

2019 - 2019 (< 1 year)

Financial Advocates Investment Management

2018 - 2019 (1 year)

Financial Advocates Investment Management

2017 - 2018 (1 year)

Financial Advocates Investment Management

2013 - 2019 (6 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Washington Wealth Managment

2013 - 2017 (4 years)

Private Advisor Group, LLC

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

2007 - 2013 (6 years)

Wells Fargo Bank, N.A

2007 - 2011 (4 years)

Wells Fargo Investments, LLC

Disclosures

Sabrina Seward has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at U.S. Bancorp Investments, Inc

Pamela Pena
Omaha, NE
Jedd Cayetano
Longview, WA
Monika Gupta
Huntington Beach, CA
Shawn Lorion
Clinton, IA
Alexis Abanto
Cincinnati, OH
Eva Strickland
Bellevue, WA
Timothy Carroll
Saint Paul, MN
Zachary Yanker
Chesterfield, MO

This content was compiled from the SEC and FINRA.

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