Unclaimed Profile

Matthew James Kennedy

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 63, Series 65, Series 66Clean record12 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 4215506Firm CRD# 140800

Profile Verification

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

Identity

Matthew James Kennedy · SAN FRANCISCO, CA

Registration

CRD #4215506 · PARALLEL ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

PARALLEL ADVISORS, LLC

Jan 2014 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · January 24, 2014

Years registered · 12

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 Matthew James Kennedy offer?

Matthew James Kennedy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Matthew James Kennedy's credentials?

Matthew James Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew James Kennedy located?

Matthew James Kennedy 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 Matthew James Kennedy charge for services?

Matthew James Kennedy'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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