Sharina Merid is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Brea, CA, with 19 years of industry experience. Sharina 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
50 Pointe Dr, Brea, CA, 92821
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 →Other Business Activities
Sharina is a compliance manager and investment advisory representative at Sageview Advisory Group, dedicating full-time hours to these roles. She also works as a yoga instructor at Core Power Yoga, spending minimal time on this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Sageview Advisory Group, LLC
Sageview Private Client Group, LLC
Cetera Wealth Services, LLCBroker
Pacific Select Distributors, LLCBroker
Financial Network Investment CorporationBroker
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.