Shirin Rastegar is a CFP-designated registered investment advisor at U.S. Bancorp Advisors, LLC, based in Irvine, CA, with 15 years of industry experience. Shirin 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
18300 Von Karman Ave, Irvine, CA, 92612
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Citigroup Global Markets INC.Broker
Hsbc Securities (USA) INC.Broker
U.S. Bancorp Investments, INC.Broker
Banc of America Investment 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.