WZ
WZ

Wael Zorob

16 Years of Experience
Los Angeles, CA
Broker

Wael Zorob is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Los Angeles, CA, with 16 years of industry experience. Wael 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

2716 N San Fernando Rd, Los Angeles, CA, 90065

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
May 2025 - Present · 1 yr 4 mos
U.S. Bancorp Advisors, LLCBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Western International Securities
November 2019 - May 2025 · 5 yrs 6 mos
Western International Securities, INC.Broker
November 2019 - May 2025 · 5 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2019 · 7 yrs 1 mo
J.P. Morgan Securities LLC
October 2012 - November 2019 · 7 yrs 1 mo
Chase Investment Services CORP.
May 2012 - October 2012 · 5 mos
Chase Investment Services CORP.Broker
February 2010 - October 2012 · 2 yrs 8 mos
State Registrations3 states
CASDWA
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.
Wael Zorob - Financial Advisor | TrueAdvisor