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Kenneth B Parlin

PARLIN ADVISORS LLC·HAGUE, New York
SIE, Series 7, Series 31, Series 63, Series 65CFPClean record25 years registeredPARLIN ADVISORS LLC
9819 GRAPHITE MOUNTAIN RD, HAGUE, NY 12836CRD# 3081940Firm CRD# 300774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth B Parlin · HAGUE, NY
Registration
CRD #3081940 · PARLIN ADVISORS LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

PARLIN ADVISORS LLC
Jun 2021 – present
PARLIN INVESTMENTS LLC
Aug 2003 – Oct 2007
SUMMIT, NJ
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Nov 2000 – Jul 2003
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · November 20, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARLIN ADVISORS LLC
CRD 300774 · SEC 801-121363
AUM
$51M
Regulatory assets under management
Employees
1
92 client accounts
Services offered by PARLIN ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARLIN ADVISORS LLC →
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05

Frequently Asked Questions

What services does Kenneth B Parlin offer?
Kenneth B Parlin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HAGUE, New York for a consultation.
What are Kenneth B Parlin's credentials?
Kenneth B Parlin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kenneth B Parlin located?
Kenneth B Parlin is based in HAGUE, New York, working with PARLIN ADVISORS LLC. Their office serves clients in the HAGUE metropolitan area and surrounding communities.
How does Kenneth B Parlin charge for services?
Kenneth B Parlin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARLIN ADVISORS LLC?
PARLIN ADVISORS LLC has approximately 1 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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