EY
EY
Eric Yudis
37 Years of Experience
Los Angeles, CA
3 DisclosuresBroker
Eric Yudis is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Los Angeles, CA, with 37 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
157 N Larchmont Blvd, Los Angeles, CA, 90004
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2018Denied
Customer Dispute
July 2004Denied
Customer Dispute
July 1994Award / Judgment
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
May 2012 - February 2026 · 13 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
May 2012 - February 2026 · 13 yrs 9 mos
Chase Investment Services CORP.Broker
May 2009 - June 2012 · 3 yrs 1 mo
Chase Investment Services CORP.
May 2009 - June 2012 · 3 yrs 1 mo
Wamu Investments, INC.
February 2006 - May 2009 · 3 yrs 3 mos
Great Western Financial Securities CorporationBroker
March 1998 - May 1998 · 2 mos
Wamu Investments, INC.Broker
July 1997 - May 2009 · 11 yrs 10 mos
Liberty Securities CorporationBroker
August 1991 - August 1991 · 0 mos
Asb Financial ServicesBroker
July 1991 - July 1997 · 6 yrs
Gaf Financial and Insurance ServicesBroker
January 1991 - August 1991 · 7 mos
Pamco Securities and Insurance ServicesBroker
August 1990 - August 1991 · 1 yr
Tbc Funds Distributor, INC.Broker
April 1988 - June 1990 · 2 yrs 2 mos
State Registrations14 states
AKAZCADEFLHIIDMANJNVNYTXUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.