Robert James Gil

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

• 06/2009 → 01/2018
  Wells Fargo Bank N.A.
  Glendora, CA
• 09/2011 → 11/2016
  Wells Fargo Advisors, Llc
  Glendora, CA
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Glendora, CA
• 01/2018 → 03/2019
  Mufg Union Bank
  Cypress, CA
• 02/2018 → 03/2019
  Unionbanc Investment Services
  Artesia, CA
• 04/2019 → 02/2026
  U.S. Bancorp Investments, Inc.
  Upland, CA
• 04/2019 → 11/2021
  U.S. Bank
  Rancho Cucamonga, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Upland, CA

Previous Registrations

• 2019-04-26 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Rancho Cucamonga, CA
  Roseville, CA
  Irvine, CA
  Rancho Cucamonga, CA
  Rancho Cucamonga, CA
  Rancho Cucamonga, CA
  Ontario, CA
  Upland, CA
  Upland, CA
  Upland, CA
  Upland, CA
• 2018-09-25 → 2019-04-04
  U.S. Bancorp Advisors, Llc
  Artesia, CA

Other Businesses

1) Archdiocese of Los Angeles; not investment-related; volunteer for various events, ministry-related; Volunteer Coordinator, Events Coordinator, Lay Minister; 4/2019; 1-5 hours/month; 0 hours/trading; volunteer for various events, ministry-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-25
• S63 Uniform Securities Agent State Law Examination
  2011-11-08

Other Names

• Robert Gil