Roy
Kissin
Parallel Advisors, LLC
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About this Advisor
Roy Kissin is a financial advisor who works out of San Francisco, California with 8 years of relevant experience. Kissin works at Parallel Advisors, LLC. During their career, the advisor has held roles at Parallel Advisors, LLC and Capital Capital Advisors LLC. Kissin can work in California and Oregon. Parallel Advisors, LLC is a company based in San Francisco, CA. The investment advisory business has offices in 10 locations and a total of 91 advisors. It manages $6 billion in assets under management among its 12,629 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 12,629 accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees charged by Parallel Advisors, LLC likely include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
$5,708,131,871
91
12,629
$451,986
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
Roy Kissin Work History
Roy has been registered as a financial advisor for 8 years.*
Parallel Advisors, LLC
Capital Capital Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roy Kissin 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
San Francisco, CA
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