Monisha R Mapp

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

• 10/2014 → 05/2020
  Wells Fargo
  Summit, NJ
• 05/2020 → 05/2021
  Fordham University
  Bronx, NY
• 05/2021 → 12/2021
  N/A
  New York, NY
• 01/2022 → Present
  U.S. Bancorp Advisors, Llc
  Tulsa, OK

Previous Registrations

• 2017-03-06 → 2020-05-11
  Wells Fargo Clearing Services, Llc
  Summit, NJ
  St. Louis, MO

Other Businesses

(1) County Committee, not investment related, 108 West 39th Street Suite 1201. New York, NY 10018, political, County committeewoman, start date: June 2019, # of hours devoted: 2, # of hours devoted during business hours: 0. Attend annual meeting and vote on rules. Appoint nominees should an office become vacant during term. (2) Election Inspector, not investment related, 32 Broadway New York, NY 10004, political, Inspector, start date: Sept 2014, # of hours devoted: 2.5, # of hours devoted during business hours: 0, Various duties at the polling location to service the voters and maintain election integrity. (3) First Step Alliance LLC; Not Investment-related; Fort Lee, NJ; Not for profit supporting re-entry of justice impa; Board Member; 10/03/2023; 01 hours/month; 0 hours/trading; Conduct financial literacy classes and teach saving and budgeting. (3) Mapp Wealth Strategies LLC, Not investment related, 26 Broadway Suite 934 NYC 10004, Coaching, Owner, start date: Dec 1, 2021, # of hours devoted: 20, # of hours devoted during business hours: 0, This is a startup but when up and running I would provide one on one and group financial coaching to underserved populations to help dissect underlying attitudes about money and how that affects our current relationship with same. This would be done outside of normal business hours in the evenings and on weekends. (4) Saavy Business Solutions LLC, not investment related, 342 E 119th St NYC 10035, Family Holding Co, Member, start date: Jan 05, 2009, # of hours devoted: 5, # of hours devoted during business hours: 0, Advisory and year-end tax preparation. (5) Just Us Partners LLC, not investment related, 5540 Centerview Drive Suite 200 Raleigh NC 27606, Real Estate, Treasurer, start date: Aug 3, 2020, # of hours devoted: 10, # of hours devoted during business hours: 0, Manage funds and decision making with other partners. (6) Mapp Family Foundation; Not Investment-Related; Tulsa, OK; This is a not for profit set up to provide transitional housing for children aging out of foster care.; Founder; 06/14/2026; 20 hours/month; 0 hours/trading; Seeking grant monies, establishing partnerships, setting up the homes.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-04