Unclaimed Profile

Heatherlyn Corey Hyde

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 66Clean record20 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 4956716Firm CRD# 140800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heatherlyn Corey Hyde · SAN FRANCISCO, CA

Registration

CRD #4956716 · PARALLEL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PARALLEL ADVISORS, LLC

Jan 2016 – present

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT LLC

Mar 2014 – Nov 2018

JACKSON, WY

MML INVESTORS SERVICES, LLC

Oct 2011 – Jan 2013

SAN FRANCISCO, CA

NFP SECURITIES, INC.

Jan 2006 – Aug 2011

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 5, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARALLEL ADVISORS, LLC

CRD 140800 · SEC 801-68107

AUM

$7.1B

Regulatory assets under management

Employees

111

19,694 client accounts

Services offered by PARALLEL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARALLEL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Heatherlyn Corey Hyde offer?

Heatherlyn Corey Hyde specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Heatherlyn Corey Hyde's credentials?

Heatherlyn Corey Hyde is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heatherlyn Corey Hyde located?

Heatherlyn Corey Hyde 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 Heatherlyn Corey Hyde charge for services?

Heatherlyn Corey Hyde'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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