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Bridget Clare McGuire

Parallel Advisors, LLC

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About Bridget Clare McGuire

Bridget McGuire is an Investment Advisor Representative at Parallel Advisors, LLC. Bridget is a registered investment advisor in Texas, and has passed the Uniform Investment Adviser Law Examination. Bridget holds a Series 65 license. Bridget has a background in consulting and has worked for Deloitte Consulting, Richardson Communications and Consulting, and Love's Travel Stops. Bridget is also a member of the Friends of Multisport organization. Bridget specializes in working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Bridget provides financial planning, portfolio management, and selection of other advisors services. Bridget is passionate about helping her clients achieve their financial goals.

Firm Information

Bridget McGuire is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bridget McGuire’s Registration & Firm History

CA

07/21/2023 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 07/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bridget Clare McGuire.
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