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Kelly Odonnell Brush

Parnassus Investments, LLC

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About Kelly Odonnell Brush

Kelly Odonnell Brush is an investment advisor representative with Parnassus Investments, LLC. Kelly has been in the industry since 2006 and has a broad range of experience working with various financial institutions. Kelly holds several licenses and certifications, including Series 7 and Series 63, and has a strong track record of success in the financial services industry. Before joining Parnassus Investments, LLC, Kelly worked at various firms such as Foreside Fund Services, LLC, Allianz Global Investors Distributors LLC, and RCM Distributors LLC.

Firm Information

Kelly Brush is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Kelly Brush’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

CA

02/06/2014 - 04/24/2017

FORESIDE FUND SERVICES, LLC (SAN FRANCISCO CA)

CA

10/17/2005 - 04/27/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN FRANCISCO CA)

CA

05/04/2005 - 06/11/2008

RCM DISTRIBUTORS LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/18/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/11/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Odonnell Brush.
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