Parallel Advisors, LLC

CRD 140800 · San Francisco, CA · $10.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 140800
SEC number: 801-68107
Firm type: RIA
Assets under management: $10.3B as of Jun 29, 2026
Website: www.linkedin.com/in/matthew-kennedy-mba-26b9498 ↗
Phone: 866-627-6984
Address: 150 Spear Street, San Francisco, CA, 94105

Advisors at this firm

66 in our index · page 2 of 2

Jerry Eilert RendicCRD 2250186 · San Francisco, CA

IA Registered

Disclosure event(s) on record
Jason Gabriel RichardsCRD 3073537 · Scottsdale, AZ

IA Registered
Seth Adam ScholarCRD 2020936 · San Francisco, CA

IA Registered
Jacob Frederick SchuttCRD 4588040 · San Francisco, CA

IA Registered
Lia Whisler SearaCRD 5823084 · San Francisco, CA

IA RegisteredRegistration inactive
Elaina C SerotteCRD 3249136 · San Francisco, CA

IA Registered

Disclosure event(s) on record
Michael Whitney StephensCRD 2726593 · San Francisco, CA

IA Registered
Shannon Nicole StoneCRD 4342338 · San Francisco, CA

IA Registered
John Leslie StullCRD 1705291 · Scottsdale, AZ

IA Registered
Phillip Ronald ScavoCRD 7250931 · Scottsdale, AZ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Spencer Edward TerrisCRD 7687597 · San Francisco, CA

IA Registered
Nathan Buzaid ThomsenCRD 4735962 · Warwick, RI

IA RegisteredRegistration inactive
Stephen Paul WeatherbyCRD 4151364 · Durango, CO

IA Registered
Kevin Michael WilliamsonCRD 2450728 · Scottsdale, AZ

IA RegisteredRegistration inactive
Austin Richard WitherillCRD 7434491 · Scottsdale, AZ

IA Registered
Tanner Nels WraaCRD 7791977 · Olathe, KS

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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