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Ramon Joseph Polin

Parallel Advisors, LLC

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About Ramon Joseph Polin

Ramon Joseph Polin is an investment advisor representative with Parallel Advisors, LLC. Ramon has been in the financial services industry since 1992 and has a strong background in advising both individual and institutional clients. He has experience with a wide range of investment products and services, including financial planning, portfolio management, and pension consulting. Ramon is committed to providing personalized advice and helping his clients achieve their financial goals.

Firm Information

Ramon Polin 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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Ramon Polin’s Registration & Firm History

CA

12/22/2016 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

01/29/1999 - 08/22/2002

HALBERT, HARGROVE & CO. (LONG BEACH CA)

CA

06/14/1997 - 06/30/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

NY

02/18/1992 - 12/09/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ramon Joseph Polin.
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