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Salim Augustyn

13 Years of Experience
San Francisco, CA
Broker

Salim Augustyn is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Francisco, CA, with 13 years of industry experience. Salim 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

1850 Irving St, San Francisco, CA, 94122

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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

Salim is a board member/consultant for Viditure, a data image processing start-up, since 2015. He spends minimal time consulting on coding for the UI.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2020 - February 2026 · 6 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
January 2020 - February 2026 · 6 yrs 1 mo
J.P. Morgan Securities LLC
June 2016 - November 2019 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
June 2016 - November 2019 · 3 yrs 5 mos
Unionbanc Investment Services, LLC
October 2015 - June 2016 · 8 mos
Unionbanc Investment Services, LLCBroker
March 2012 - June 2016 · 4 yrs 3 mos
State Registrations7 states
AZCAFLNYORTXWA
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.
Salim Augustyn - Financial Advisor | TrueAdvisor