Unclaimed Profile

Steve Tadao Kuriyama

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 24, Series 63Clean record28 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 1326708Firm CRD# 140800

Profile Verification

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

Identity

Steve Tadao Kuriyama · SAN FRANCISCO, CA

Registration

CRD #1326708 · PARALLEL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

PARALLEL ADVISORS, LLC

Sep 2016 – present

KURIYAMA & CO LLC

Apr 2003 – Dec 2016

HONOLULU, HI

KURIYAMA & CO LLC

Aug 1998 – Dec 2002

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · August 11, 1998

Years registered · 28

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 Steve Tadao Kuriyama offer?

Steve Tadao Kuriyama specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Steve Tadao Kuriyama's credentials?

Steve Tadao Kuriyama is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Tadao Kuriyama located?

Steve Tadao Kuriyama 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 Steve Tadao Kuriyama charge for services?

Steve Tadao Kuriyama'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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