Sophia Shi Mylchreest

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

• 07/2016 → 11/2017
  Jp Morgan Securities Llc
  Kirkland, WA
• 07/2016 → 11/2017
  Jpmorgan Chase Bank
  Kirkland, WA
• 12/2018 → 02/2026
  U.S. Bank
  Lynnwood, WA
• 03/2019 → 02/2026
  U.S. Bancorp Investments, Inc.
  Lynnwood, WA
• 11/2017 → 12/2018
  Unemployed
  Katy, TX
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Lynnwood, WA

Previous Registrations

• 2021-04-02 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Mukilteo, WA
  Lynnwood, WA

Other Businesses

Rental Property; Investment related; Bothell, WA; Rental property; Owner; 4/15/2024; 0 hours/mo; 0 hours/trading; No duties related to this property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-02
• S63 Uniform Securities Agent State Law Examination
  2016-09-19

Other Names

• Sophia Shi
• Wenyuan Shi
• Sophia Mylchreest