EA
EA

Eduardo Aguayo

7 Years of Experience
San Diego, CA
Broker

Eduardo Aguayo is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 7 years of industry experience. Eduardo 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

4225 Genesse Ave, San Diego, CA, 92117

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
April 2025 - Present · 1 yr 1 mo
U.S. Bancorp Advisors, LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Morgan Stanley
January 2025 - April 2025 · 3 mos
Morgan StanleyBroker
January 2025 - April 2025 · 3 mos
Edward Jones
March 2024 - December 2024 · 9 mos
Edward JonesBroker
February 2024 - December 2024 · 10 mos
J.P. Morgan Securities LLCBroker
June 2013 - September 2018 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
October 2012 - February 2013 · 4 mos
State Registrations10 states
AZCAMINHNMNVSCTXVAWA
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.
Eduardo Aguayo - Financial Advisor | TrueAdvisor