Darin
Fierstein

Parallel Advisors, LLC

CRD#2608446
Investment Advisor
in San Francisco, CA

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About this Advisor

Darin Fierstein is a financial advisor based in San Francisco, California, working with Parallel Advisors, LLC. Darin has previously held positions at Parallel Advisors, Boston Partners, and Rockefeller Capital Mgmt. Darin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Darin 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 63, 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

Darin Fierstein Work History

2021 - Present (3 years)

Parallel Advisors

2020 - 2021 (1 year)

Rockefeller Capital Mgmt

2014 - 2020 (6 years)

Boston Partners

Disclosures

Please visit the SEC profile of Darin Fierstein 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

Tanner Wraa
San Francisco, CA
Elaina Serotte
San Francisco, CA
Lia Seara
San Francisco, CA
Bridget Mcguire
San Francisco, CA
Spencer Terris
San Francisco, CA
Darin Fierstein
San Francisco, CA
Robert Roesener
San Francisco, CA
Manuel Lugo Garcia
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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