NM

Natasha A. Miller

U.S. BANCORP ADVISORS
Burbank, CA 91502
Some features on this profile are disabled
CRD#: 2482925
NM

Professional summary


Natasha Alana Miller, who also goes by Natasha A Chan, Natasha Alana Chan, Natasha Chan, Natasha Chansingh, Natasha Alana Singh, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Burbank, California.

Natasha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Natasha has worked at 10 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7, Series 6 and Series 31 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Natasha A Chan | Natasha Alana Chan | Natasha Chan | Natasha Chansingh | Natasha Alana Singh

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Natasha Alana Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Natasha Alana Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 13, 2026 - Present

U.S. BANCORP ADVISORS, LLC

Office #1: 240 N San Fernando Blvd, Burbank, CA 91502
RIA
BD
CRD#: 14455
Burbank, CA
Current

February 13, 2026 - Present

U.S. BANCORP ADVISORS, LLC

Office #1: 240 N San Fernando Blvd, Burbank, CA 91502
RIA
BD
CRD#: 14455
Burbank, CA
Past

August 31, 2021 - February 13, 2026

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
Burbank, CA
Past

August 30, 2021 - February 13, 2026

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
Burbank, CA
Past

March 22, 2018 - September 9, 2021

BANCWEST INVESTMENT SERVICES, INC.

RIA
CRD#: 29357
SIERRA MADRE, CA
Past

March 22, 2018 - September 9, 2021

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
SIERRA MADRE, CA
Past

August 6, 2015 - August 18, 2017

M&T SECURITIES, INC.

RIA
CRD#: 17358
VIENNA, VA
Past

April 14, 2015 - August 18, 2017

M&T SECURITIES, INC.

BD
CRD#: 17358
VIENNA, VA
Past

November 6, 2013 - October 2, 2014

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ALEXANDRIA, VA
Past

February 1, 2007 - September 16, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LANOKA HARBOR, NJ
Past

February 1, 2007 - September 16, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LANOKA HARBOR, NJ
Past

November 13, 2006 - February 1, 2007

ATLAS SECURITIES, LLC

BD
CRD#: 20991
FORT LEE, NJ
Past

October 29, 2003 - August 7, 2006

ATLAS SECURITIES, LLC

BD
CRD#: 20991
VENTURA, CA
Past

August 11, 2000 - October 1, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
FALLBROOK, CA
Past

April 14, 2000 - October 1, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 1, 1998 - February 28, 2000

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

September 23, 1996 - October 6, 1997

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 10, 1994 - August 5, 1996

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC

CRD#: 14455 / SEC#: 801-70084, 8-30706

RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)
California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)
Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/13/2026)
IAR
California
(2/13/2026)
RR
Montana
(2/13/2026)
RR
New Jersey
(2/13/2026)
RR
Texas
(2/13/2026)
IAR
Texas
(2/13/2026)

Exams


State Security Law Exam
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 6/8/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/22/2000
Futures Managed Funds Examination
SRO Registrations
RR
FINRA

Current Firm


UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC

CRD#: 14455 / SEC#: 801-70084, 8-30706

RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)
California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)
Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
800 N Brand Blvd. 16th Floor Ep-mn-n2wc, Saint Paul, MN, 55107
Mailing Address
800 N Brand Blvd. 16th Floor, Glendale, CA, 91203
Phone number
(800) 634-1100
Established
Delaware since 06/28/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
244

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Direct owners and executive officers


NamePositionCRD#
U.S. BANCORPSOLE MEMBER
BEJASA, EILEENSENIOR VICE PRESIDENT AND MANAGING DIRECTOR, BROKER-DEALER OPERATIONS7002808
CANEVA, DANIEL CESARSVP CHIEF OPERATIONS OFFICER1686099
CLARK, SHANNON KEITHCHIEF FINANCIAL OFFICER5829700
ELY, JAMES EUGENE JR.SENIOR VICE PRESIDENT - SALES1843373
FERGUSON, KIMBERLY NICOLECHIEF EXECUTIVE OFFICER AND MANAGER4120145
LAWLOR, BETH DEDRICKEXECUTIVE VICE PRESIDENT5352662
ROLLAND, JODI THOMPSONMANAGER2290884
SALSTROM, KYLE NORMANCHIEF COMPLIANCE OFFICER5025315
TRIPLETT, SHANE TINSTITUTIONAL SALES MANAGER1865319

Regulatory assets under management


Total Number of Accounts3,905
AUM (Assets Under Management)$ 1,516,483,817

Disclosures


Regulatory Event4
Arbitration1

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/19/2025
08/20/2024
11/28/2023
11/21/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


U.S. BANCORP ADVISORS, LLC

CRD#: 14455Burbank, CA 91502

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