Arleen-Grace Vatuvei
Arleen-Grace Vatuvei is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Berkeley, CA, with 10 years of industry experience. Arleen-Grace 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
2479 Shattuck Ave, Berkeley, CA, 94704
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Regulatory History (1)
Customer Dispute
July 2026Other Business Activities
Arleen-Grace is the Treasurer for Epiphany Dance Theater, a performing arts non-profit, dedicating minimal time. She also provides care support for a family member, spending about a third of her time on this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations10 states
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
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