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William Gilbert Barrett

Parallel Advisors, LLC

San Francisco, CA

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Current Employers
Parallel Advisors, Llc

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-02
  • CA RA
    APPROVED
    Since 2026-02-02

Branch Locations

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon San Francisco CA 08/2011 02/2022
Bmo Family Office San Francisco CA 02/2022 09/2025
Parallel Advisors, Llc San Francisco CA 12/2025 Present
  • 08/2011 → 02/2022
    Bny Mellon
    San Francisco, CA
  • 02/2022 → 09/2025
    Bmo Family Office
    San Francisco, CA
  • 12/2025 → Present
    Parallel Advisors, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-31
S63 Uniform Securities Agent State Law Examination 2012-05-04
  • S65 Uniform Investment Adviser Law Examination
    2026-01-31
  • S63 Uniform Securities Agent State Law Examination
    2012-05-04
Other Names
  • Gil Barrett

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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