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Mary Martuscelli

19 Years of Experience
Scottsdale, AZ
Broker

Mary Martuscelli is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Mary 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

16220 N Scottsdale Rd, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mary is involved with several non-profit organizations, including the Arizona Science Center, the 2026 NCAA Women's Final Four Committee, and Arizona MusicFest, dedicating a few hours per week to each. Mary also owns a home through RRM5, LLC, with no associated duties.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2013 - February 2026 · 12 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
April 2013 - February 2026 · 12 yrs 10 mos
J.P. Morgan Securities LLC
October 2008 - September 2012 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2008 - September 2012 · 3 yrs 11 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
May 2006 - September 2006 · 4 mos
Banc One Securities CorporationBroker
March 2006 - July 2006 · 4 mos
State Registrations1 state
AZ
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.
Mary Martuscelli - Financial Advisor | TrueAdvisor