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Douglas Dalmedo

U.S. Bancorp Advisors, LLC
30 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Douglas Dalmedo is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in New York, NY, with 30 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

1095 Avenue of the Americas, New York, NY, 10036

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
September 2026 - Present · 1 mo
U.S. Bancorp Advisors, LLC
September 2026 - Present · 1 mo
Previous Registrations
Truist Advisory Services, INC.
July 2022 - May 2026 · 3 yrs 10 mos
Truist Investment Services, INC.Broker
July 2022 - May 2026 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2011 - July 2022 · 11 yrs
Wells Fargo Clearing Services, LLCBroker
April 2011 - July 2022 · 11 yrs 3 mos
Wachovia Securities, LLC
January 2008 - July 2008 · 6 mos
Wachovia Securities, LLCBroker
January 2008 - July 2008 · 6 mos
Lehman Brothers INC.
July 2006 - December 2007 · 1 yr 5 mos
Lehman Brothers INC.Broker
July 2006 - December 2007 · 1 yr 5 mos
Banc of America Investment Services, INC.
March 2005 - July 2006 · 1 yr 4 mos
Banc of America Investment Services, INC.
November 2004 - December 2004 · 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - July 2006 · 1 yr 9 mos
Quick & Reilly, INC.Broker
March 2001 - October 2004 · 3 yrs 7 mos
Dean Witter Reynolds INC.Broker
April 1999 - March 2001 · 1 yr 11 mos
Fidelity Brokerage Services, INC.Broker
February 1994 - April 1999 · 5 yrs 2 mos
Ladenburg, Thalmann & CO., INC.Broker
September 1992 - November 1993 · 1 yr 2 mos
A.J. Michaels & CO., LTD.Broker
July 1992 - December 1992 · 5 mos
State Registrations2 states
NJNY
Advisor

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Exams
No exam information available for this advisor.
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