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Kenneth Lee Millman

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 2025-02-27
  • CA RA
    APPROVED
    Since 2025-02-27

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
Parallel Advisors, Llc San Francisco CA 12/2024 Present
Bmo Family Office San Francisco CA 10/2021 10/2024
Bny Wealth Management San Francisco CA 10/2010 09/2021
  • 12/2024 → Present
    Parallel Advisors, Llc
    San Francisco, CA
  • 10/2021 → 10/2024
    Bmo Family Office
    San Francisco, CA
  • 10/2010 → 09/2021
    Bny Wealth Management
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-23
  • S63 Uniform Securities Agent State Law Examination
    2004-07-23
Designations
Other Names
  • Ken Millman

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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