Karen Joy Mcmillan

Employer firm

Parallel Advisors, LLC CRD 140800

$10.3B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2017 → 11/2025
  Osborne Partners Capital Management, Llc
  San Francisco, CA
• 11/2025 → Present
  Parallel Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2017-04-11 → 2025-11-10
  Osborne Partners
  San Francisco, CA
• 2009-10-06 → 2017-03-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2007-02-09 → 2009-10-06
  Ubs Financial Services Inc.
  Weehawken, NJ
  San Francisco, CA
• 2006-01-24 → 2007-02-09
  Keybanc Capital Markets Inc.
  Bangor, ME

Other Businesses

INSTITUTO ITALIANO SCUOLA; NOT INVESTMENT-RELATED; 725 GREENWICH ST, SUITE 94133, SAN FRANCISCO CA 94133; LANGUAGE SCHOOL; TREASURER; STARTED 2019; APPROXIMATELY 2 HOURS PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURES; REVIEW BUDGET.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-23

Designations

• Certified Financial Planner

Other Names

• Karen Joy Mcmillan
• Karen J Mcmillan