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Steve Tadao Kuriyama

Parallel Advisors, LLC

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About Steve Tadao Kuriyama

Steve Kuriyama is a financial advisor at Parallel Advisors, LLC. Steve has been in the financial services industry since 1984. Steve holds the Series 7, 24, and 63 licenses and has a strong background in providing financial advice to individuals, businesses, pension plans, and charitable organizations. Steve is a Certified Financial Planner and a Chartered Financial Consultant. Steve is also a Registered Investment Advisor. Steve has experience working in the financial services industry with offices in Arizona, California, and Hawaii.

Firm Information

Steve Kuriyama 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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Steve Kuriyama’s Registration & Firm History

HI

09/30/2016 - Present

Parallel Advisors, LLC (Honolulu HI)

AZ

07/13/1994 - 08/08/1997

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

06/05/1985 - 07/26/1994

SOARES FINANCIAL GROUP, INC.

NA

02/13/1985 - 07/29/1985

CONSOLIDATED INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 01/05/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/1986

Series 24 - General Securities Principal Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steve Tadao Kuriyama.
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