Unclaimed Profile

Michael Timothy Feldman

UNIONBANC INVESTMENT SERVICES, LLC·GLENDALE, California

SIE, Series 7, Series 9, Series 24, Series 66Clean record24 years registeredUNIONBANC INVESTMENT SERVICES, LLC

800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 4430890Firm CRD# 14455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Timothy Feldman · GLENDALE, CA

Registration

CRD #4430890 · UNIONBANC INVESTMENT SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNIONBANC INVESTMENT SERVICES, LLC

UNIONBANC INVESTMENT SERVICES, LLC

Dec 2010 – Jan 2020

ORANGE, CA

COUNTRYWIDE INVESTMENT SERVICES, INC.

Jul 2007 – Dec 2008

CHANDLER, AZ

WELLS FARGO INVESTMENTS, LLC

Oct 2001 – Feb 2005

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 24

Series 66

Registration record

First registered · October 12, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. BANCORP ADVISORS, LLC

CRD 14455 · SEC 801-70084

AUM

$1.4B

Regulatory assets under management

Employees

238

3,901 client accounts

Services offered by U.S. BANCORP ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at U.S. BANCORP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Timothy Feldman offer?

Michael Timothy Feldman specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Michael Timothy Feldman's credentials?

Michael Timothy Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Timothy Feldman located?

Michael Timothy Feldman is based in GLENDALE, California, last registered with UNIONBANC INVESTMENT SERVICES, LLC.

How does Michael Timothy Feldman charge for services?

Michael Timothy Feldman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNIONBANC INVESTMENT SERVICES, LLC?

UNIONBANC INVESTMENT SERVICES, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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