Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Torrance, CA 90502
Credentials
Series 63, Series 66
Industry experience
16 years
Ron Leibovici is a financial advisor at U.S. Bancorp Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Comerica Securities, MUFG Union Bank, and Unionbanc Investment Services. U.S. Bancorp Advisors provides investment advisory services to individuals, charitable organizations, businesses, and retirement accounts through a wrap-fee portfolio management program that utilizes model strategies, separately managed accounts, and technology platforms to implement client portfolios.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
990 W 190 Th St
Torrance, CA 90502
California
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bank
2023 - Present (3 years)
U.S. Bancorp Investments, Inc.
2023 - 2026 (3 years)
Unionbanc Investment Services
2019 - 2023 (4 years)
MUFG Union Bank
2019 - 2023 (4 years)
Comerica Bank- Comerica Securities
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
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