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Kyle Kosuke ha'aheo Caouette

Parallel Advisors, LLC

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About Kyle Kosuke ha'aheo Caouette

Kyle Caouette is a financial advisor who has been in the industry since 2007. Kyle holds the Series 7, Series 31, and Series 66 licenses. Kyle is registered with the state of Texas as an Investment Advisor Representative. Kyle has prior experience with UBS Financial Services Inc. and Parcion Private Wealth LLC. Kyle's current affiliation is with Parallel Advisors, LLC. Kyle specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

Firm Information

Kyle Caouette 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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Kyle Caouette’s Registration & Firm History

CA

04/20/2022 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

WA

09/12/2007 - 11/06/2019

UBS FINANCIAL SERVICES INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 09/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 09/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Kosuke ha'aheo Caouette.
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