NM
NM
Natasha Miller
23 Years of Experience
Burbank, CA
1 DisclosureBroker
Natasha Miller is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Burbank, CA, with 23 years of industry experience. Natasha 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
240 N San Fernando Blvd, Burbank, CA, 91502
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
February 2024Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
August 2021 - February 2026 · 4 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
August 2021 - February 2026 · 4 yrs 6 mos
Bancwest Investment Services, INC. (bwis)
March 2018 - September 2021 · 3 yrs 6 mos
Bancwest Investment Services, INC.Broker
March 2018 - September 2021 · 3 yrs 6 mos
M&t Securities, INC.
August 2015 - August 2017 · 2 yrs
M&t Securities, INC.Broker
April 2015 - August 2017 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
November 2013 - October 2014 · 11 mos
Wachovia Securities, LLC
February 2007 - September 2008 · 1 yr 7 mos
Wachovia Securities, LLCBroker
February 2007 - September 2008 · 1 yr 7 mos
Atlas Securities, LLCBroker
November 2006 - February 2007 · 3 mos
Atlas Securities, INC.Broker
October 2003 - August 2006 · 2 yrs 10 mos
Morgan Stanley
August 2000 - October 2002 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2000 - October 2002 · 2 yrs 6 mos
Scudder Investor Services, INC.Broker
January 1998 - February 2000 · 2 yrs 1 mo
Linsco/private Ledger CORP.Broker
September 1996 - October 1997 · 1 yr 1 mo
Scudder Investor Services, INC.Broker
June 1994 - August 1996 · 2 yrs 2 mos
State Registrations4 states
CAMTNJTX
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.