Unclaimed Profile

Jacob Frederick Schutt

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 31, Series 66Clean record23 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 4588040Firm CRD# 140800

Profile Verification

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

Identity

Jacob Frederick Schutt · SAN FRANCISCO, CA

Registration

CRD #4588040 · PARALLEL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PARALLEL ADVISORS, LLC

May 2007 – present

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – May 2007

SAN RAFAEL, CA

MORGAN STANLEY

Jan 2003 – Apr 2007

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · January 30, 2003

Years registered · 23

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 Jacob Frederick Schutt offer?

Jacob Frederick Schutt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Jacob Frederick Schutt's credentials?

Jacob Frederick Schutt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Frederick Schutt located?

Jacob Frederick Schutt 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 Jacob Frederick Schutt charge for services?

Jacob Frederick Schutt'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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