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Gilbert Melgoza

U.S. Bancorp Advisors, LLC
32 Years of Experience
San Carlos, CA
2 DisclosuresBroker
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Gilbert Melgoza is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Carlos, CA, with 32 years of industry experience. Gilbert 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

799 Laurel St, San Carlos, CA, 94070

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History

Regulatory History (2)
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 2019
Settled
Customer Dispute
November 2010
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
November 2000 - Present · 25 yrs 11 mos
U.S. Bancorp Advisors, LLCBroker
April 1996 - Present · 30 yrs 6 mos
Previous Registrations
Bancal Investment Services, INC.Broker
March 1994 - April 1996 · 2 yrs 1 mo
State Registrations10 states
CACOINKYMDMTNCNJNVOR
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.
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