Robert Forys is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Seattle, WA, with 23 years of industry experience. Robert 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
1420 5th Ave, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns two rental properties in Lake Stevens and Kirkland, WA, since 2013 and 2012 respectively. He dedicates minimal time to managing these properties.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations27 states
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