XM
XM

Xiaodong Miao

9 Years of Experience
San Francisco, CA
Broker

Xiaodong Miao is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Francisco, CA, with 9 years of industry experience. Xiaodong 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

3550 Geary Blvd, San Francisco, CA, 94118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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.
November 2021 - February 2026 · 4 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
November 2021 - February 2026 · 4 yrs 3 mos
Hsbc Securities (USA) INC.
September 2021 - November 2021 · 2 mos
Hsbc Securities (USA) INC.Broker
August 2019 - November 2021 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
September 2016 - August 2019 · 2 yrs 11 mos
State Registrations1 state
CA
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.