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Michael Paul Ma

Parallel Advisors, LLC

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About Michael Paul Ma

Michael Paul Ma is a financial advisor with Parallel Advisors, LLC in San Francisco, California. Michael has been in the industry since 2002. Michael holds both a Series 7 and a Series 66 license. Michael is a Certified Financial Planner and a Chartered Financial Consultant. The firm is focused on providing financial planning, portfolio management, and selection of other advisors services to individuals, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

Firm Information

Michael Ma 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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Michael Ma’s Registration & Firm History

CA

11/16/2012 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

01/03/2002 - 11/19/2012

AMERIPRISE FINANCIAL SERVICES, INC. (REDWOOD CITY CA)

MN

01/03/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Paul Ma.
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