Unclaimed Profile

Matthew Howard Scanlan

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SAN FRANCISCO, CA 94105CRD# 1367905Firm CRD# 140800

Profile Verification

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

Identity

Matthew Howard Scanlan · SAN FRANCISCO, CA

Registration

CRD #1367905 · PARALLEL ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARALLEL ADVISORS, LLC

BARCLAYS GLOBAL FUND ADVISORS

May 2000 – Mar 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 15, 2000

Years registered · 26

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 Howard Scanlan offer?

Matthew Howard Scanlan specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Howard Scanlan's credentials?

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

Where is Matthew Howard Scanlan located?

Matthew Howard Scanlan is based in SAN FRANCISCO, California, last registered with PARALLEL ADVISORS, LLC.

How does Matthew Howard Scanlan charge for services?

Matthew Howard Scanlan'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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