Frederick John Molfino

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

• 08/2009 → 08/2020
  Three Bridge Wealth Advisors, Llc
  Portola Valley, CA
• 11/2011 → 03/2017
  Sanctuary Securities, Llc
  San Francisco, CA
• 08/2020 → Present
  Parallel Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2020-02-26 → 2022-06-08
  Three Bridge Wealth Advisors
  Los Altos, CA
• 2009-08-14 → 2018-12-31
  Three Bridge Wealth Advisors
  Portola Valley, CA
  Los Altos, CA
• 2010-11-17 → 2011-07-29
  Hightower Advisors, Llc
  Menlo Park, CA
  Chicago, IL
• 2009-06-01 → 2009-09-04
  Morgan Stanley
  Menlo Park, CA
• 2002-02-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-05-03
• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Other Names

• Frederick John Molfino
• Fred Molfino
• Frederick John Molfino
• Frederick John Molfino Jr