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Sahar Hejazi

15 Years of Experience
Pleasanton, CA
Broker

Sahar Hejazi is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Pleasanton, CA, with 15 years of industry experience. Sahar 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

Pleasanton, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sahar is a landlord for a rental property in Dublin, CA, since 2017. She spends minimal time collecting rent, paying bills, and maintaining the property.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2023 - February 2026 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
May 2023 - February 2026 · 2 yrs 9 mos
Unionbanc Investment Services, LLC
December 2013 - May 2023 · 9 yrs 5 mos
Unionbanc Investment Services, LLCBroker
April 2010 - May 2023 · 13 yrs 1 mo
State Registrations2 states
AZCA
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.