Ruel Lamberto Cabarles

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

• 04/2014 → 07/2018
  City National Rochdale
  San Francisco, CA
• 08/2018 → 08/2021
  East West Bank
  San Francisco, CA
• 08/2018 → 08/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2018 → 08/2021
  Cetera Investment Advisers Llc
  San Francisco, CA
• 09/2021 → Present
  U.S. Bank
  San Francicso, CA
• 06/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2023-06-26 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
  Sioux Falls, SD
  San Francisco, CA
  San Fransicso, CA
• 2018-08-18 → 2021-08-31
  Cetera Investment Advisers Llc
  San Francisco, CA
• 2014-04-22 → 2018-07-13
  Rbc Rochdale, Llc
  San Francisco, CA
  New York, NY
• 2009-06-01 → 2014-04-14
  Morgan Stanley
  San Francisco, CA
  San Francisco, CA
• 2007-10-26 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2007-04-02 → 2007-08-28
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2007-01-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22

Other Names

• Rl Cabarles
• Ruel L Cabarles