Bruce Allan Frankel

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

• 01/2005 → 11/2016
  Yerba Buena Financial Partners, Llc
  San Rafael, CA
• 11/2016 → 04/2022
  Eckhoff Wealth Management, Llc
  San Rafael, CA
• 04/2024 → Present
  Parallel Advisors, Llc
  Durham, NC
• 04/2022 → 04/2024
  Mgo Private Wealth
  San Rafael, CA

Previous Registrations

• 2022-04-01 → 2024-07-22
  Legacy Pcg, Llc
  San Rafael, CA
  Newport, CA
• 2017-05-02 → 2023-03-31
  Eckhoff Wealth Management, Llc
  San Rafael, CA
  San Rafael, CA
• 2015-10-21 → 2017-04-28
  Yerba Buena Wealth Advisors, Llc
  San Rafael, CA
• 2013-09-26 → 2016-10-07
  Yerba Buena Wealth Advisors Llc
  San Rafael, CA
• 2005-01-04 → 2016-09-08
  Lpl Financial Llc
  San Rafael, CA
  San Francisco, CA
• 2004-03-16 → 2005-01-04
  Equity Services, Inc.
  San Francisco, CA
• 2003-10-21 → 2003-11-17
  Pro-Integrity Securities, Inc.
  San Francisco, CA

Other Businesses

AB Bedding, LLC; not investment-related; San Anselmo, CA; bedding product; Member; started 01/2023; approximately 10 hours per month, none during securities trading hours; strategic support.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-20

Designations

• Certified Financial Planner