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Ryan John McWeeney

Parallel Advisors, LLC

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About Ryan John McWeeney

Ryan McWeeney is a registered Investment Advisor Representative with Parallel Advisors, LLC. Ryan holds a Series 65 license. Ryan has been a financial professional for over 10 years, working for companies such as Fidelity Investments and State Street Corporation. Ryan is also a former employee of Ward's Berry Farm and Roche Brothers. Ryan works in the Dallas, TX office of Parallel Advisors, LLC. Ryan is an Investment Advisor Representative and offers financial planning, pension consulting, and selection of other advisors services to individuals, corporations, high net worth individuals, charitable organizations, and pension and profit sharing plans.

Firm Information

Ryan McWeeney 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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Ryan McWeeney’s Registration & Firm History

CA

02/20/2024 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 02/20/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan John McWeeney.
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