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Giuseppe Distefano
14 Years of Experience
San Bruno, CA
1 DisclosureBroker
Giuseppe Distefano is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Bruno, CA, with 14 years of industry experience. Giuseppe 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
1300 El Camino Real, San Bruno, CA, 94066
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2024Denied
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.
November 2013 - February 2026 · 12 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
November 2013 - February 2026 · 12 yrs 3 mos
E*trade Securities LLCBroker
October 2013 - December 2013 · 2 mos
E*trade Capital Management, LLC
October 2013 - December 2013 · 2 mos
Morgan Stanley
January 2012 - October 2013 · 1 yr 9 mos
Morgan StanleyBroker
December 2011 - October 2013 · 1 yr 10 mos
State Registrations17 states
AZCACTFLHIIDMNMSNVNYORPASDTXUTWAWI
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.