Shirin Rastegar

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

• 08/2016 → 11/2017
  Unemployed
  Santa Ana, CA
• 11/2017 → 09/2025
  Citi Private Bank
  Costa Mesa, CA
• 09/2025 → Present
  U.S. Bank
  Irvine, CA
• 11/2025 → 02/2026
  U.S. Bancorp Investments, Inc.
  Irvine, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Irvine, CA

Previous Registrations

• 2025-12-05 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Irvine, CA
  Irvine, CA
• 2017-12-06 → 2025-09-16
  Citigroup Global Markets Inc.
  La Canada-Flintridge, CA
  Rolling Hills Estates, CA
  La Canada-Flintridge, CA
  Newbury Park, CA
  Fort Mill, SC
  Fresno, CA
  San Antonio, TX
  Los Angeles, CA
  Costa Mesa, CA
  Los Angeles, CA
  Santa Ana, CA
• 2015-08-06 → 2016-08-16
  Sorrento Pacific Financial, Llc
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-04
• S63 Uniform Securities Agent State Law Examination
  2007-02-05

Designations

• Certified Financial Planner

Other Names

• Shirin R Azimi