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Donald Steven Cuppy

Parallel Advisors, LLC

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About Donald Steven Cuppy

Donald Cuppy is an Investment Advisor Representative at Parallel Advisors, LLC. Donald has over 24 years of experience in the financial services industry and is registered with the state of Arizona and Texas. Donald has passed the Series 6, 26, 63 and 65 exams. Previously, Donald was an Investment Advisor Representative at M&I Brokerage Services, Inc. in Milwaukee, Wisconsin. Donald is a dedicated professional and provides comprehensive financial advice to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations and pension and profit-sharing plans.

Firm Information

Donald Cuppy 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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Donald Cuppy’s Registration & Firm History

CA

01/24/2023 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

WI

03/05/1998 - 01/15/2003

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 02/14/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Steven Cuppy.
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