Investment adviser representative · Parallel Advisors, LLC
Kameron T. Smith
CRD 6103216 · San Francisco, CA
At a glance
Kameron T. Smith is an investment adviser representative with Parallel Advisors, LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kameron’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Parallel Advisors, LLCSince February 2024San Francisco, CA · $10B in regulatory assets
- Wealthcare Advisory Partners LLCSince October 2026Troy, OH · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kameron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.