Carrie Grisso
Carrie Grisso is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 26 years of industry experience. Carrie 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
5065 Wooster Rd, Cincinnati, OH, 45226
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Carrie is involved with the Progressive Animal Welfare Society (P.A.W.S.) as part of the Fundraising Committee, dedicating a few hours per week. She also serves as Treasurer for the West Chester Forest neighborhood HOA, spending minimal time on financial oversight.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
The Masters
Vsr Financial Services, INC.Broker
State Registrations1 state
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
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