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Drew Taylor Reid

U.S. Bancorp Advisors, LLC

Lincoln, CA

CRD 7845068

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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:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-20
  • CA RA
    APPROVED
    Since 2026-07-20

Branch Locations

525 Mcbean Park Dr, Lincoln, CA 95648 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Lincoln CA 03/2021 Present
U.S. Bancorp Investments, Inc. Lincoln CA 12/2023 02/2026
Farmers Insurance Sacramento CA 12/2020 03/2021
Asurea Wholesale Insurance Roseville CA 08/2020 11/2020
Unemployed Folsom CA 04/2020 08/2020
Enterprise Rent A Car San Rafael CA 05/2017 04/2020
Cinemark San Rafael CA 03/2015 03/2017
Dominican University Of California San Rafael CA 08/2013 05/2017
U.S. Bancorp Advisors, Llc Lincoln CA 02/2026 Present
  • 03/2021 → Present
    U.S. Bank
    Lincoln, CA
  • 12/2023 → 02/2026
    U.S. Bancorp Investments, Inc.
    Lincoln, CA
  • 12/2020 → 03/2021
    Farmers Insurance
    Sacramento, CA
  • 08/2020 → 11/2020
    Asurea Wholesale Insurance
    Roseville, CA
  • 04/2020 → 08/2020
    Unemployed
    Folsom, CA
  • 05/2017 → 04/2020
    Enterprise Rent A Car
    San Rafael, CA
  • 03/2015 → 03/2017
    Cinemark
    San Rafael, CA
  • 08/2013 → 05/2017
    Dominican University Of California
    San Rafael, CA
  • 02/2026 → Present
    Lincoln, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-20
S63 Uniform Securities Agent State Law Examination 2024-02-08
  • S66 Uniform Combined State Law Examination
    2026-07-20
  • S63 Uniform Securities Agent State Law Examination
    2024-02-08

View on SEC IAPD

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