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Brian Scott Okeefe

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California
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150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 5328366Firm CRD# 140800
01

About

Brian Scott Okeefe is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PARALLEL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARALLEL ADVISORS, LLC
PARALLEL ADVISORS, LLC
AUM
$7.1B
Regulatory assets under management
Employees
111
Total firm employees
View all advisors at PARALLEL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5328366
Firm CRD# 140800
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Scott Okeefe offer?
Brian Scott Okeefe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Brian Scott Okeefe's credentials?
Brian Scott Okeefe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Scott Okeefe located?
Brian Scott Okeefe is based in SAN FRANCISCO, California, working with PARALLEL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Brian Scott Okeefe charge for services?
Brian Scott Okeefe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARALLEL ADVISORS, LLC?
PARALLEL ADVISORS, LLC has approximately 111 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARALLEL ADVISORS, LLC

Jacob Frederick Schutt
SAN FRANCISCO, CA
Jason Marshall Beccaris
SAN FRANCISCO, CA
Jerry Eilert Rendic
SAN FRANCISCO, CA
Knud Bang Gotterup
SAN FRANCISCO, CA
Michael Whitney Stephens
SAN FRANCISCO, CA
Reed Grenz Minuth
SAN FRANCISCO, CA

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Research
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