Sigrid Baysa Smith

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

• 10/2016 → 09/2017
  University Of San Diego
  San Diego, CA
• 10/2017 → 02/2020
  Jp Morgan Chase Bank
  San Diego, CA
• 10/2017 → 02/2020
  Jp Morgan Securities Llc
  San Diego, CA
• 06/2016 → 09/2016
  Unemployed
  Chula Vista, CA
• 07/2018 → 07/2022
  Sigrid B Smith Notary Services
  Chula Vista, CA
• 11/2001 → 08/2022
  Primerica Financial Services
  San Diego, CA
• 02/2022 → 08/2022
  Pfs Investments Inc.
  San Diego, CA
• 05/2021 → 07/2022
  Ken Gordy Ford
  Carlsbad, CA
• 08/2022 → 05/2023
  Mufg Union Bank
  San Diego, CA
• 11/2022 → 05/2023
  Unionbanc Investment Services Llc
  San Diego, CA
• 05/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  San Diego, CA
• 05/2023 → 07/2023
  U.S. Bank
  San Diego, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  San Diego, CA

Previous Registrations

• 2023-06-02 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Boise, ID
  San Diego, CA
  San Diego, CA
  Irvine, CA
  San Diego, CA
• 2022-11-09 → 2023-06-01
  U.S. Bancorp Advisors, Llc
  San Diego, CA
• 2022-02-15 → 2022-11-10
  Pfs Investments Inc.
  San Diego, CA
• 2017-10-30 → 2020-02-28
  J.P. Morgan Securities Llc
  San Diego, CA
  Coronado, CA
• 2010-11-16 → 2015-11-11
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Leandro, CA
  San Diego, CA
• 2009-06-24 → 2010-11-16
  Wells Fargo Investments, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-06-23

Other Names

• Sigrid Suan Baysa
• Sigrid Anuncio Suan
• Sigrid Baysa Smith
• Sigrid Baysa