Andrew John Hartsman

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

• 04/2013 → 12/2016
  First Republic Bank
  Greenwich, CT
• 08/2014 → 06/2023
  First Republic Securities Company, Llc
  Greenwich, CT
• 12/2016 → 09/2018
  First Republic Bank
  Greenwich, CT
• 09/2018 → 03/2020
  First Republic Bank
  Greenwich, CT
• 03/2019 → 06/2023
  First Republic Bank
  Greenwich, CT
• 07/2023 → Present
  U.S. Bank
  Greenwich, CT
• 08/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Greenwich, CT
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Greenwich, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-18
• S63 Uniform Securities Agent State Law Examination
  2011-11-03

Other Names

• Andy John Hartsman