RM
RM

Robert Moss

10 Years of Experience
Cape Girardeau, MO
Broker

Robert Moss is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cape Girardeau, MO, with 10 years of industry experience. Robert 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

3060 William St, Cape Girardeau, MO, 63703

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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

Robert is an assistant ice hockey coach for the Carshield AAA Hockey Program since 2019, dedicating about 10-20% of his time. He provides advice to hockey players to help them in sport and in life.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
May 2019 - February 2026 · 6 yrs 9 mos
U.S. Bancorp Investments, INC.
May 2019 - February 2026 · 6 yrs 9 mos
Morgan Stanley
May 2015 - May 2019 · 4 yrs
Morgan StanleyBroker
April 2015 - May 2019 · 4 yrs 1 mo
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Moss - Financial Advisor | TrueAdvisor