Gregory James Nugent

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

• 01/2020 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 03/2007 → 06/2019
  The Cork Tree
  Palm Desert, CA
• 02/2016 → 07/2019
  To The Green Gps Technologies
  Palm Desert, CA
• 05/2019 → 01/2020
  Ryteconnect, Inc
  Lake Forest, CA
• 09/2016 → 06/2018
  California State University, San Bernardino, Palm Desert Campus
  Palm Desert, CA
• 04/2020 → 06/2024
  Bank Of America N.A.
  Newport Beach, CA
• 06/2024 → 02/2026
  U.S. Bancorp Investments, Inc.
  Newport Beach, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2024-06-06 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2020-11-27 → 2024-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Newport Beach, CA
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24