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William Frederick Bartlett

PARALLAX VOLATILITY ADVISERS, L.P.·SAN FRANCISCO, California
PARALLAX VOLATILITY ADVISERS, L.P.
88 KEARNY STREET, SAN FRANCISCO, CA 94108CRD# 2708510Firm CRD# 158143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Frederick Bartlett · SAN FRANCISCO, CA
Registration
CRD #2708510 · PARALLAX VOLATILITY ADVISERS, L.P.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

William Frederick Bartlett is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PARALLAX VOLATILITY ADVISERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PARALLAX VOLATILITY ADVISERS, L.P.
PARALLAX VOLATILITY ADVISERS, L.P.
AUM
$8.1B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at PARALLAX VOLATILITY ADVISERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 2708510
Firm CRD# 158143
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Frederick Bartlett offer?
William Frederick Bartlett specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are William Frederick Bartlett's credentials?
William Frederick Bartlett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Frederick Bartlett located?
William Frederick Bartlett is based in SAN FRANCISCO, California, working with PARALLAX VOLATILITY ADVISERS, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does William Frederick Bartlett charge for services?
William Frederick Bartlett's firm is compensated through percentage of aum, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARALLAX VOLATILITY ADVISERS, L.P.?
PARALLAX VOLATILITY ADVISERS, L.P. has approximately 71 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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