Bryan M. Schell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan Michael Schell, who also goes by Bryan Michael Estrada Schell, was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2001. Bryan had worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 17, 2006 - December 31, 2018
U.S. BANCORP INVESTMENTS, INC.
January 23, 2002 - March 28, 2006
PIPER SANDLER & CO.
April 16, 2001 - April 15, 2003
U.S. BANCORP INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 12/26/2023
General Securities Representative ExaminationCurrent Firm
U.S. BANCORP INVESTMENTS, INC.
CRD#: 17868 / SEC#: 801-68122, 8-35359
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE SHAREHOLDER | |
| BEJASA, EILEEN | CHIEF OPERATIONS OFFICER AND DIRECTOR | 7002808 |
| CHOKSHI, KIRIT VINOD | DIRECTOR | 1849164 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER AND DIRECTOR | 5829700 |
| CLARK, VANESSA L | CHIEF LEGAL OFFICER | 6563101 |
| CONNOR, DOUGLAS LEE JR | DIRECTOR | 2323144 |
| DONNELLY, SHANNON MCCRARY | SENIOR VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER | 2429382 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER AND DIRECTOR | 5025315 |
| SCHUMER, RONALD EDWARD | DIRECTOR | 2671949 |
| SCOTT, GEORGE MAULDIN III | DIRECTOR | 4902301 |
| SHWEDO, BLAIR DONALD JR. | DIRECTOR | 5175494 |
| STEGEMEYER, STEPHEN KYLE | DIRECTOR | 2793064 |
| WHANG, JAMES | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2737019 |
Regulatory assets under management
| Total Number of Accounts | 65,208 |
| AUM (Assets Under Management) | $ 22,940,857,825 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 13 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 | ||
| 12/19/2024 | ||
| 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.
