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Rory McParland

Centerview Partners LLC

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About Rory McParland

Rory McParland is a financial professional registered with Centerview Partners LLC in Menlo Park, California. Rory has been in the industry since December 2018 and is licensed to conduct business in California. Rory passed the Series 79, Series 63, and SIE exams. Rory has a previous registration with GREENTECH CAPITAL ADVISORS SECURITIES, LLC in New York.

Firm Information

Rory McParland is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Rory McParland’s Registration & Firm History

CA

02/24/2020 - Present

Centerview Partners LLC (Menlo Park CA)

NY

12/04/2018 - 02/03/2020

GREENTECH CAPITAL ADVISORS SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rory McParland.
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