Melissa Nazareno Margallo

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

• 04/2015 → 10/2021
  Bank Of America, N.A.
  San Diego, CA
• 04/2015 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 10/2021 → 07/2023
  Fidelity Investments
  San Diego, CA
• 07/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  San Diego, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  San Diego, CA

Previous Registrations

• 2023-08-01 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2021-11-16 → 2023-08-01
  Fidelity Personal And Workplace Advisors
  San Diego, CA
• 2015-04-13 → 2021-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA
  Riverside, CA
  San Diego, CA
  Rancho Santa Fe, CA
  Rancho Santa Fe, CA
• 2014-08-05 → 2015-04-02
  National Planning Corporation
  San Diego, CA

Other Businesses

1) The Westin Desert Willow Villas/Timeshare; Investment related; Palm Desert, CA; Short-term rental; Timeshare Owner; 3/2024; 0.5 hours/mo; 0 hours/trading; Advertise property. 2) The Westin Mission Hills Resort Villas/Timeshare; Investment related; Rancho Mirage, CA; Short-term rental; Timeshare Owner; 3/2024; 0.5 hours/mo; 0 hours/trading; Advertise property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-30
• S63 Uniform Securities Agent State Law Examination
  2009-10-24

Other Names

• Melissa N Margallo
• Melissa Margallo
• Melissa Nazareno Margallo
• Melissa Nazareno Margallo