Shelby
Fabianac

Parnassus Investments, LLC

CRD#6860034
Investment Advisor
in San Francisco, CA

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About this Advisor

Shelby Fabianac is a financial advisor operating in San Francisco, California who has 2 years of relevant experience. Fabianac is an employee of Parnassus Investments, LLC. During their career, the advisor has held roles at Parnassus Investments, University Of San Francisco, Fantasy Studios, Ineffable Music Group, Diablo Valley College, Pasta Pomodoro, University Of Utah, Parnassus Funds Distributor, LLC and Parnassus Investments, LLC. Fabianac maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Parnassus Investments, LLC is an advisory business headquartered in San Francisco, CA. It handles $41 billion in assets between its 22 accounts, making it one of the largest firms in the nation by assets under management. Parnassus Investments, LLC has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on the financial services provided. However, fee types billed by Parnassus Investments, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1 Market Street Suite 1600
San Francisco, CA 94105

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Parnassus Investments, LLC Brokerage Details

Total Assets Under Management

$40,895,320,206

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

66

CA Average: 43
Total Number of Accounts

22

CA Average: 3,727
Average Account Size

$1,858,878,191

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Shelby Fabianac Work History

Shelby has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Parnassus Investments, LLC

2019 - Present (5 years)

Parnassus Funds Distributor, LLC

2017 - 2021 (4 years)

Parnassus Investments

2017 - 2018 (1 year)

University Of San Francisco

2016 - 2018 (2 years)

University Of San Francisco

2015 - 2016 (1 year)

Fantasy Studios

2015 - 2015 (< 1 year)

Ineffable Music Group

2014 - 2015 (1 year)

Diablo Valley College

2013 - 2014 (1 year)

Pasta Pomodoro

2012 - 2013 (1 year)

University Of Utah

*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 Shelby Fabianac 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 Parnassus Investments, LLC

Aida Diaz Nunez
Kemnath,
Samantha Palm
San Francisco, CA
Andrew Choi
San Francisco, CA
Marissa Lafave
San Francisco, CA
Shelby Fabianac
San Francisco, CA
Billy Hwan
San Francisco, CA
Rachel Nishimoto
San Francisco, CA
Robert Klaber
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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