Zachary Loren Zigmond

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

• 01/2018 → 08/2019
  Wells Fargo Clearing Services
  Beverly Hills, CA
• 01/2018 → 08/2019
  Wells Fargo Bank
  Beverly Hills, CA
• 01/2016 → 01/2018
  Wells Fargo Private Bank
  Los Angeles, CA
• 09/2019 → 06/2022
  Northern Trust Bank
  Los Angeles, CA
• 09/2019 → 06/2022
  Northern Trust Securities, Inc.
  Los Angeles, CA
• 07/2022 → 03/2025
  Truist Investment Services, Inc
  Beverly Hills, CA
• 06/2022 → 07/2022
  Lorenz Private Trustees
  Temecula, CA
• 07/2022 → 03/2025
  Truist Advisory Services, Inc.
  Beverly Hills, CA
• 06/2025 → Present
  U.S. Bank
  Beverly Hills, CA
• 08/2025 → 02/2026
  U.S. Bancorp Investments, Inc.
  Beverly Hills, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Beverly Hills, CA

Previous Registrations

• 2025-08-29 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Beverly Hills, CA
• 2022-08-03 → 2025-03-24
  Truist Advisory Services, Inc.
  Beverly Hills, CA
• 2018-02-20 → 2019-08-29
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Beverly Hills, CA

Other Businesses

1) Palazzo Willaman Homeowners Association; Not investment-related; Los Angeles, CA; Home Owners Association; Board President; 04/2021; 5 Hours/month; 0 Hours/trading; Building related management and issues. 2) Zig Enterprises, LLC; Not investment-related; Missoula, MT; LLC for business; President; 8/23/2024; 0 Hours/month; 0 Hours/trading; Formed for business, which was never started.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-28
• S63 Uniform Securities Agent State Law Examination
  2012-02-25