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Kevin Michael Williamson

Parallel Advisors, LLC

San Francisco, CA

Scottsdale, AZ

CRD 2450728

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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:

Current Employers
Parallel Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-07-25
TX RA APPROVED 2023-07-07
  • AZ RA
    APPROVED
    Since 2023-07-25
  • TX RA
    APPROVED
    Since 2023-07-07

Branch Locations

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

16427 North Scottsdale Rd Suite 155, Scottsdale, AZ 85254 • 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
Charles Schwab & Co., Inc Phoenix AZ 07/2007 02/2023
Parallel Advisors, Llc Scottsdale AZ 02/2023 Present
  • 07/2007 → 02/2023
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 02/2023 → Present
    Parallel Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2002-02-28 → 2002-12-17
    Wells Fargo Investments, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 1995-02-07
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    1995-02-07

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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