Tamim Naemi

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 05/2023
  Union Bank, N.A.
  San Ramon, CA
• 02/2014 → 05/2023
  Unionbanc Investment Services
  San Ramon, CA
• 05/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Walnut Creek, CA
• 05/2023 → Present
  U.S. Bank
  Walnut Creek, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Walnut Creek, CA

Previous Registrations

• 2023-06-02 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Sioux Falls, SD
  Spokane, WA
  Danville, CA
  Walnut Creek, CA
• 2019-11-07 → 2023-06-01
  U.S. Bancorp Advisors, Llc
  Orange, CA
  San Ramon, CA
  Danville, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-07
• S63 Uniform Securities Agent State Law Examination
  2014-03-22