Michael Steven Millman

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

• 09/2012 → 10/2022
  U.S. Bank Private Wealth Management
  San Francisco, CA
• 11/2022 → 03/2023
  Fifth Third Wealth Advisors Llc
  San Francisco, CA
• 03/2023 → Present
  Parallel Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2022-11-21 → 2023-03-15
  Fifth Third Wealth Advisors Llc
  San Francisco, CA
  Cincinnati, OH
• 2013-04-19 → 2022-11-03
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
  Minneapolis, MN
  San Francisco, CA
  Hopkins, MN
  Stateline, NV
  Kansas City, MO
  Lake Saint Louis, MO
  Spokane, WA
• 2011-01-03 → 2012-06-22
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 2003-12-18 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2002-04-23 → 2003-11-14
  Banc Of America Investment Services, Inc.
  Walnut Creek, CA

Other Businesses

High Desert Holdings II, LLC; not investment-related; 100 N. Arlington Ave #23N, Reno, NV 89501; real estate; Manager; approximately 4 hours per month, none during securities trading hours; landlord for rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-11
• S63 Uniform Securities Agent State Law Examination
  1996-12-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant