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Bridget Clare Mcguire

Parallel Advisors, LLC

San Francisco, CA

CRD 7754105

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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
CA RA APPROVED 2025-12-19
OK RA APPROVED 2025-03-17
TX RA APPROVED 2023-07-21
  • CA RA
    APPROVED
    Since 2025-12-19
  • OK RA
    APPROVED
    Since 2025-03-17
  • TX RA
    APPROVED
    Since 2023-07-21

Branch Locations

150 Spear Street Suite 1600, San Francisco, CA 94105 • 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
Parallel Advisors, Llc Dallas TX 03/2021 Present
Univeristy Of Oklahoma Norman OK 08/2015 05/2018
Deloitte Consulting Dallas TX 09/2018 03/2021
Unemployed Oklahoma City OK 05/2018 09/2018
Richardson Communications And Consulting Mckinney TX 07/2016 09/2016
Friends Of Multisport Oklahoma City OK 05/2017 08/2017
  • 03/2021 → Present
    Dallas, TX
  • 08/2015 → 05/2018
    Univeristy Of Oklahoma
    Norman, OK
  • 09/2018 → 03/2021
    Deloitte Consulting
    Dallas, TX
  • 05/2018 → 09/2018
    Unemployed
    Oklahoma City, OK
  • 07/2016 → 09/2016
    Richardson Communications And Consulting
    Mckinney, TX
  • 05/2017 → 08/2017
    Friends Of Multisport
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-07-21

View on SEC IAPD

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