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Elaina C Serotte

Parallel Advisors, LLC

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About Elaina C Serotte

Elaina Serotte is a financial advisor at Parallel Advisors, LLC, a firm that provides financial planning and investment management services to individuals, families, and businesses. Elaina has been a registered investment advisor since 2019. Before joining Parallel Advisors, LLC, Elaina worked at MML Investors Services, LLC for 12 years. She holds the Series 6, Series 62, Series 63, and Series 65 licenses. She is also a Certified Financial Planner. Elaina specializes in financial planning, retirement planning, and investment management.

Firm Information

Elaina Serotte 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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Elaina Serotte’s Registration & Firm History

CA

09/13/2019 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

01/23/2002 - 01/24/2014

MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 09/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2004

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elaina C Serotte.
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