Cristian Patrick Spence

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

• 09/2014 → 06/2018
  Morgan Stanley
  Pleasanton, CA
• 12/2015 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → 12/2021
  Bank Of The West
  Ripon, CA
• 06/2018 → 12/2021
  Bancwest Investment Services, Inc.
  Ripon, CA
• 12/2021 → 02/2026
  U.S. Bancorp Investments, Inc.
  Manteca, CA
• 12/2021 → 07/2023
  U.S. Bank
  Modesto, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Manteca, CA

Previous Registrations

• 2022-01-10 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Turlock, CA
  Modesto, CA
  Modesto, CA
  Modesto, CA
  Santa Barbara, CA
  Tracy, CA
  Twain Harte, CA
  Manteca, CA
  Modesto, CA
  Turlock, CA
  Angels Camp, CA
  Modesto, CA
  Modesto, CA
  Patterson, CA
• 2018-07-11 → 2022-01-14
  Bancwest Investment Services, Inc.
  Modesto, CA
  Waterford, CA
  Ripon, CA
  Tracy, CA
  Turlock, CA
  Patterson, CA
  Newman, CA
  Oakdale, CA
  Escalon, CA
• 2016-01-01 → 2018-05-21
  Morgan Stanley
  Pleasanton, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-12-31