Parallel at a Glance

  • The Parallel team is comprised of 65 members, 28 of whom are Advisors
  • Our Advisors hail from investment firms including Alliance Bernstein, Barclays, Ernst & Young, Hambrecht & Quist, JP Morgan Chase, Merrill Lynch, Morgan Stanley, Northwestern Mutual, UBS, Wells Fargo, Wachovia, and Dean Witter
  • We support multi-custodian platforms such as Fidelity Institutional Wealth, Charles Schwab and TD Ameritrade
  • Parallel has offices in San Francisco, CA, Denver, CO, Dayton, OH, Oklahoma City, OK, and Honolulu, HI