Unclaimed Profile

Kurt William Beyer

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 66Clean record17 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 5643468Firm CRD# 140800

Profile Verification

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

Identity

Kurt William Beyer · SAN FRANCISCO, CA

Registration

CRD #5643468 · PARALLEL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARALLEL ADVISORS, LLC

PARALLEL ADVISORS, LLC

May 2014 – Mar 2022

SAN FRANCISCO, CA

MORGAN STANLEY

Jun 2009 – Jun 2014

SAN FRANCISCO, CA

CITIGROUP GLOBAL MARKETS INC.

May 2009 – Jun 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 5, 2009

Years registered · 17

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 Kurt William Beyer offer?

Kurt William Beyer specializes in Financial Planning, Investment Management, Wealth Management.

What are Kurt William Beyer's credentials?

Kurt William Beyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt William Beyer located?

Kurt William Beyer is based in SAN FRANCISCO, California, last registered with PARALLEL ADVISORS, LLC.

How does Kurt William Beyer charge for services?

Kurt William Beyer'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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