Daniel Ross Estell

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

• 05/2015 → 11/2016
  Wells Fargo Advisors, Llc
  San Marcos, CA
• 10/2011 → 10/2023
  Wells Fargo Bank, Na
  San Marcos, CA
• 11/2016 → 10/2023
  Wells Fargo Clearing Services, Llc
  San Marcos, CA
• 10/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Escondido, CA
• 10/2023 → Present
  U.S. Bank
  Escondido, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Escondido, CA

Previous Registrations

• 2023-11-01 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Escondido, CA
  Escondido, CA
  Irvine, CA
  San Diego, CA
• 2019-03-12 → 2023-11-01
  Wells Fargo Clearing Services, Llc
  San Marcos, CA
  San Diego, CA
  San Diego, CA
  Kirkland, WA
  Seattle, WA
  San Marcos, CA
  San Diego, CA

Other Businesses

Rental Property; Investment-related; Temecula, CA; Rental Property. I will be renting out my home; Owner; Owner of rental property; 08/01/2026; 2 hours/month; 0 hours/trading; Collect rent. Maintain property

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-11
• S63 Uniform Securities Agent State Law Examination
  2015-07-07

Other Names

• Daniel Ross Estell