Bridget
Mcguire

Parallel Advisors, LLC

CRD#7754105
Investment Advisor
in San Francisco, CA

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About this Advisor

Bridget Mcguire is a financial advisor based in San Francisco, California, working with Parallel Advisors, LLC. Bridget has previously held positions at Parallel Advisors, LLC, University Of Oklahoma, University Of Arkansas, Deloitte Consulting, Love's Travel Stops, Richardson Communications And Consulting, and Friends Of Multisport. Bridget has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Bridget is part of Parallel Advisors, LLC, which operates out of San Francisco, California. The firm has 13 offices and 111 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Parallel Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 Spear Street Suite 1600
San Francisco, CA 94105

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Parallel Advisors, LLC Brokerage Details

Total Assets Under Management

$7,076,381,972

CA Average: $7,578,581,321
Total Number of Employees

111

CA Average: 43
Total Number of Accounts

19,694

CA Average: 3,727
Average Account Size

$359,317

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bridget Mcguire Work History

2021 - Present (3 years)

Parallel Advisors, LLC

2018 - 2021 (3 years)

Deloitte Consulting

2017 - 2017 (< 1 year)

Friends Of Multisport

2016 - 2016 (< 1 year)

Richardson Communications And Consulting

2015 - 2018 (3 years)

Univeristy Of Oklahoma

2015 - 2015 (< 1 year)

Love'S Travel Stops

2014 - 2015 (1 year)

University Of Arkansas

Disclosures

Please visit the SEC profile of Bridget Mcguire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Parallel Advisors, LLC

Cameron Owen
San Francisco, CA
Austin Witherill
Scottsdale, AZ
Ashley Stephenson
Dallas, TX
Lia Seara
San Francisco, CA
Matthew Kennedy
San Francisco, CA
Christopher Broderick
San Francisco, CA
Matthew Schmidt
San Francisco, CA
Elaina Serotte
San Francisco, CA

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