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Shanoor Kalyan
13 Years of Experience
Seattle, WA
1 DisclosureBroker
Shanoor Kalyan is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Seattle, WA, with 13 years of industry experience. Shanoor 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
4200 Southwest Edmunds St, Seattle, WA, 98116
Get directionsHistory
Regulatory History (1)
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Criminal
December 2002Final Disposition
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.
July 2025 - February 2026 · 7 mos
U.S. Bancorp Investments, INC.Broker
July 2025 - February 2026 · 7 mos
U.S. Bancorp Investments, INC.Broker
October 2023 - November 2024 · 1 yr 1 mo
U.S. Bancorp Investments, INC.
October 2023 - November 2024 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
July 2014 - September 2023 · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2012 - September 2023 · 11 yrs 5 mos
State Registrations1 state
WA
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.