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Advisors / Ohio / Warrensville Heights
15yrs

Eric Dong

Financial advisor at U.S. Bancorp Advisors

Eric Dong has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Warrensville Heights, Ohio. Eric has been with U.S. Bancorp Advisors since 2026; before that, Eric spent 13 years at U.S. Bancorp Investments. U.S. Bancorp Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 3 advisors with offices in Warrensville Heights, and one of 3 fiduciaries.

Warrensville Heights, OH 44128Fiduciary advisor

At a glance

Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office4601 Richmond Rd, Warrensville Heights, OH 44128
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?1 state

Services through U.S. Bancorp Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Feb 2026 – now
  2. 2012 – 2026
    U.S. Bancorp Investments, Inc.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Eric

How do I contact Eric?

Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Eric Dong. Eric works from the Warrensville Heights, OH office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2011, about 15 years. More experience than 51% of advisors nationwide.

What licenses does Eric hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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