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Shanoor Kalyan

U.S. Bancorp Advisors, LLC
13 Years of Experience
Seattle, WA
1 DisclosureBroker
View SEC Summary
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Shanoor Kalyan is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Seattle, WA, with 13 years of industry experience. Shanoor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

4200 Southwest Edmunds St, Seattle, WA, 98116

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History

Regulatory History (1)
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Criminal
December 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 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.
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