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Ruel Lamberto Cabarles

Investment Adviser Representative at U.S. Bancorp Advisors, LLC

San Francisco, CACRD #5232111Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ruel Lamberto Cabarles is an investment adviser representative with U.S. Bancorp Advisors, LLC in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 6 firms, including U.S. Bancorp Investments, Inc. and Cetera Investment Advisers LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in California.

Office

1 California St
San Francisco, CA 94111

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/22/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 1/2/2007
Series 7
General Securities Representative Examination
Passed 12/1/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

U.S. Bancorp Advisors, LLCCurrent
2/13/2026 – San Francisco, CA
U.S. Bancorp Investments, Inc.
6/26/2023 – 2/13/2026San Francisco, CA
Cetera Investment Advisers LLC
8/18/2018 – 8/31/2021San Francisco, CA
CITY National Rochdale
4/22/2014 – 7/13/2018San Francisco, CA
Morgan Stanley
6/1/2009 – 4/14/2014San Francisco, CA
Morgan Stanley & Co. Incorporated
10/26/2007 – 6/1/2009San Francisco, CA
Morgan Stanley & Co., Incorporated
4/2/2007 – 8/28/2007San Francisco, CA
Morgan Stanley
1/4/2007 – 4/2/2007San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CITY National Rochdale
    Apr 2014 – Jul 2018San Francisco, CA
  2. EAST WEST BANK
    Aug 2018 – Aug 2021San Francisco, CA
  3. Cetera Investment Services LLC
    Aug 2018 – Aug 2021St Cloud, MN
  4. Cetera Investment Advisers LLC
    Aug 2018 – Aug 2021San Francisco, CA
  5. U.S. Bank
    Sep 2021 – no end date reportedSan Francicso, CA
  6. U.S. Bancorp Investments, Inc.
    Jun 2023 – Feb 2026San Francisco, CA
  7. U.S. Bancorp Advisors, LLC
    Feb 2026 – no end date reportedSan Francisco, CA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About U.S. Bancorp Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, wealth planning, trusts and estates, banking, personalized financial guidance, and self-directed investing including stocks, bonds, mutual funds, and ETFs through U.S. Bancorp Advisors.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Investment ManagementWealth PlanningTrusts And EstatesRetirement PlanningEducation FundingSelf-directed InvestingETFsMutual FundsStocksBondsMarket News+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,149
Offices listed on AdvisorFinder:
41
Main office:
Saint Paul, MN
SEC file number:
801-70084

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at U.S. Bancorp Advisors, LLC

Showing 12 of 1,149 in the directory

View U.S. Bancorp Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ruel Lamberto Cabarles has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ruel Lamberto Cabarles (U.S. Bancorp Advisors)