Unclaimed Profile

Jerry Eilert Rendic

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

Series 6, Series 7, Series 9, Series 10, Series 63, Series 6521 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SAN FRANCISCO, CA 94105CRD# 2250186Firm CRD# 140800

Profile Verification

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

Identity

Jerry Eilert Rendic · SAN FRANCISCO, CA

Registration

CRD #2250186 · PARALLEL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PARALLEL ADVISORS, LLC

Aug 2006 – present

UBS FINANCIAL SERVICES INC.

Dec 2004 – Jun 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 9, 2004

Years registered · 21

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jerry Eilert Rendic offer?

Jerry Eilert Rendic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Jerry Eilert Rendic's credentials?

Jerry Eilert Rendic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Eilert Rendic located?

Jerry Eilert Rendic 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 Jerry Eilert Rendic charge for services?

Jerry Eilert Rendic'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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