Kyla Ashly Burch

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

• 09/2017 → 04/2021
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 12/2015 → 09/2017
  Surgone Pc
  Littleton, CO
• 05/2021 → 07/2022
  Robinhood Financial, Llc
  Denver, CO
• 06/2022 → 07/2022
  Robinhood Markets, Inc
  Denver, CO
• 07/2022 → 02/2026
  U.S. Bancorp Investments, Inc.
  Highlands Ranch, CO
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Englewood, CO

Previous Registrations

• 2022-07-25 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Highlands Ranch, CO
  Highlands Ranch, CO
  Englewood, CO
• 2018-10-23 → 2021-04-29
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11
• S63 Uniform Securities Agent State Law Examination
  2017-11-08

Other Names

• Kyla Samad
• Kyla Burch
• Kyla Ashly Samad