Financial ADVSR advisor directory · SEC adviser records
Parallel Advisors, LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Parallel Advisors, LLC office in San Francisco, A to Z.
54 registered advisors work at Parallel Advisors, LLC in San Francisco, out of 66 at the firm nationwide; it ranks number 12 in the city by advisors. 17 list the CFP designation and 0 are also registered broker representatives.
Parallel Advisors, LLC advisors in San Francisco, A to Z
Every Parallel Advisors, LLC advisor →- Amy E. BarkerCertified Financial Planner, Chartered Financial Analyst
- Cara E. BarrInvestment adviser rep
- William G. BarrettInvestment adviser rep
- Jason M. BeccarisInvestment adviser rep
- Caroline H. BurnsInvestment adviser rep
- Matthew G. ClementsInvestment adviser rep
- William G. ClementsInvestment adviser rep
- Sharon K. CohenInvestment adviser rep
- Stephanie CooperCertified Financial Planner
- Kyte T. CriggerCertified Financial Planner
- Christopher J. CummockInvestment adviser rep
- Donald S. CuppyInvestment adviser rep
- Daniel R. D'OrazioInvestment adviser rep
- Ashley C. DaggsCertified Financial Planner
- Darin B. FiersteinInvestment adviser rep
- Bruce A. FrankelCertified Financial Planner
- James K. Glasheen IIICertified Financial Planner
- Kipp C. GollChartered Financial Analyst
- Knud B. Gotterup Jr.Investment adviser rep
- Charles L. HatchInvestment adviser rep
- Robert J. Higgins Jr.Investment adviser rep
- Gray S. JaggersInvestment adviser rep
- Evan C. JonesChartered Financial Analyst
- Heather L. KatzensteinInvestment adviser rep
- Roy H. KissinInvestment adviser rep
- Carl S. LambCertified Financial Planner
- Victor S. LiaoInvestment adviser rep
- Frederick J. LinknerChartered Financial Analyst
- Michael P. MaCertified Financial Planner, Chartered Financial Consultant
- Bridget C. McGuireInvestment adviser rep
- Karen J. McMillanCertified Financial Planner
- Ryan J. McWeeneyInvestment adviser rep
- Kenneth L. MillmanChartered Financial Analyst
- Michael S. MillmanCertified Financial Planner, Chartered Financial Consultant
- James A. Mills Jr.Investment adviser rep
- Frederick J. Molfino Jr.Investment adviser rep
- Ramon J. PolinInvestment adviser rep
- Jerry E. RendicInvestment adviser rep
- Jason G. RichardsChartered Financial Analyst
- Robert A. RoesenerCertified Financial Planner
- Jacob F. SchuttInvestment adviser rep
- Lia W. SearaCertified Financial Planner
- Conor M. SheridanInvestment adviser rep
- Benjamin E. ShroyerInvestment adviser rep
- Kameron T. SmithCertified Financial Planner
- Michael W. StephensInvestment adviser rep
- Ashley L. StephensonCertified Financial Planner
- Shannon N. StoneCertified Financial Planner
- John L. StullChartered Financial Analyst
- Spencer E. TerrisCertified Financial Planner
- Nathan B. ThomsenCertified Financial Planner
- Kevin M. WilliamsonInvestment adviser rep
- Austin R. WitherillInvestment adviser rep
- Tanner N. WraaInvestment adviser rep
Parallel Advisors, LLC advisors in every city and state →Parallel Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Parallel Advisors, LLC advisors in other cities
Coral Springs, FL 2Honolulu, HI 2Walnut Creek, CA 2Ann Arbor, MI 1Charleston, SC 1Dayton, OH 1Houston, TX 1Scottsdale, AZ 1Solvang, CA 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Perigon Wealth Management, LLC 52
Questions
How many financial advisors does Parallel Advisors, LLC have in San Francisco?
54 investment adviser representatives are registered at Parallel Advisors, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 66 nationwide. 17 list the CFP designation and 0 are also registered as broker representatives.
Is Parallel Advisors, LLC one of the largest advisor employers in San Francisco?
Parallel Advisors, LLC ranks number 12 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Parallel Advisors, LLC advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Parallel Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.