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
Tempe, AZ 85283
Credentials
Series 63, Series 66
Industry experience
19 years
Vincenzo Cirolia is a financial advisor at U.S. Bancorp Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Citigroup, Mass Mutual, and PNC Investments. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm offers wrap-fee portfolio management using model strategies, separately managed accounts, and related brokerage and custody services, leveraging technology and proprietary models developed by its affiliate Asset Management Group.
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.
1800 E Baseline Rd
Tempe, AZ 85283
Arizona · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2024 - 2026 (2 years)
Bank of America, N.A.
2022 - 2024 (2 years)
Merrill
2022 - 2024 (2 years)
Citigroup
2018 - 2022 (4 years)
Mass Mutual
2018 - 2022 (4 years)
PNC investments
2012 - 2018 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63
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Musser Financial Planning, LLC
Series 63, Series 65
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FMT Investment Advisory
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