Best Investors Account Sign in

Nataliia A Romriell

U.S. Bancorp Advisors, LLC

Newport Beach, CA

CRD 6652611

Claim This Profile
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:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

4100 Newport Place, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Los Angeles CA 05/2016 11/2016
Wells Fargo Bank, Na Beverly Hills CA 06/2014 12/2022
Wells Fargo Clearing Services, Llc Beverly Hills CA 11/2016 12/2022
U.S. Bank Newport Beach CA 12/2022 Present
U.S. Bancorp Investments, Inc. Newport Beach CA 12/2022 02/2026
U.S. Bancorp Advisors, Llc Newport Beach CA 02/2026 Present
Previous Registrations
  • 2023-01-04 → 2026-02-13
    Los Angeles, CA
    Laguna Woods, CA
    Newport Beach, CA
  • 2021-05-13 → 2023-01-05
    El Segundo, CA
    Los Angeles, CA
    El Segundo, CA
    Beverly Hills, CA
    Beverly Hills, CA
    Laguna Niguel, CA
    Irvine, CA
    El Segundo, CA
    Irvine, CA
    Laguna Niguel, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-13
S63 Uniform Securities Agent State Law Examination 2016-07-13
  • S65 Uniform Investment Adviser Law Examination
    2021-05-13
  • S63 Uniform Securities Agent State Law Examination
    2016-07-13
Other Names
  • Nataliia A Bragina
  • Natallia Romriell

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor