Spencer Edward Terris

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

• 06/2020 → Present
  Parallel Advisors, Llc
  San Francisco, CA
• 11/2014 → 06/2020
  Hub Strategy And Communication
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-18

Designations

• Certified Financial Planner