Harold Rhee
Harold Rhee is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Folsom, CA, with 27 years of industry experience. Harold 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
521 E Bidwell St, Folsom, CA, 95630
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business Activities
Harold is the sole proprietor and owner of a newsletter business since January 2025. He spends a few hours per week writing and editing the newsletter, which covers topics ranging from self-improvement to technology tips.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations51 states
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.