linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Seth Adam Scholar

Parallel Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Seth? Claim Your Profile

About Seth Adam Scholar

Seth Adam Scholar is an Investment Advisor Representative at Parallel Advisors, LLC. Seth Scholar has been in the financial services industry for over 30 years. Seth Scholar holds the Series 7 and Series 65 licenses. Seth Scholar is currently registered with the state of California. Seth Scholar's previous experience includes roles at Fifth Third Wealth Advisors LLC and U.S. Bank Private Wealth Management. Seth Scholar's specializations include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.

Firm Information

Seth Scholar 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Seth Scholar’s Registration & Firm History

CA

02/13/2024 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

NA

01/10/1990 - 05/04/1993

HAMBRECHT & QUIST INCORPORATED

Not sure if Seth Adam Scholar is right for you?

Licenses & Designations

IA

Issued 12/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seth Adam Scholar.
Not sure if Seth Adam Scholar is right for you?