Carrie Delynn Grisso

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

• 03/2011 → 10/2021
  U.S. Bancorp Investments, Inc.
  West Chester, OH
• 12/2021 → 07/2023
  U.S. Bancorp Investments, Inc.
  West Chester, OH
• 12/2021 → 07/2023
  U.S. Bancorp Investments, Inc.
  West Chester, OH
• 07/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Hamilton, OH
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2021-12-24 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
  Saint Paul, MN
  West Chester, OH
  Hamilton, OH
  West Chester, OH
• 2011-03-11 → 2021-10-29
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
  Loveland, OH
  Loveland, OH
  Cincinnati, OH
  Fairfield, OH
  Cincinnati, OH
  Cincinnati, OH
  Hamilton, OH
  Cincinnati, OH
  Saint Paul, MN
  West Chester, OH
• 2008-03-13 → 2011-03-01
  Chase Investment Services Corp.
  Oxford, OH
  Fairfield, OH
  Cincinnati, OH
  Cincinnati, OH
  Indianapolis, IN
  Brownsburg, IN
  Cincinnati, OH
  Middletown, OH
  Westfield, IN
  Lafayette, IN
  Crawfordsville, IN
  Crawfordsville, IN
  West Lafayette, IN
  Carmel, IN
  Lafayette, IN
  Lafayette, IN
  Zionsville, IN
  Avon, IN
  Indianapolis, IN
  Noblesville, IN
  Avon, IN
  West Lafayette, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Lafayette, IN
  Brownsburg, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Noblesville, IN
  Plainfield, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Chicago, IL
• 2003-12-04 → 2004-06-22
  Vsr Financial Services, Inc.
  Overland Park, KS

Other Businesses

1) Progressive Animal Welfare Society (P.A.W.S.); not investment-related; Monroe, OH; fundraising; Fundraising Committee; 8/21/2021; 10 hours/month; 0 hours/trading; meet with Board Members/supporters, plan events, participate in and promote fundraising events for the benefit of the shelter.; 2) West Chester Forest; not investment-related; West Chester, OH; neighborhood HOA; Treasurer; 5/11/2018; 5 hours/month; 0 hours/trading; general financial oversight of the organization including banking, funding projects, managing cash flow, and expenses.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-10
• S63 Uniform Securities Agent State Law Examination
  2000-05-24

Other Names

• Carrie Delynn Wesley
• Carrie Delynn Taylor