Kyle
Caouette
Parallel Advisors, LLC
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About this Advisor
Kyle Caouette is a certified financial planner and chartered financial analyst who works in Dallas, Texas, with 1 year of relevant experience. Caouette is currently employed by Parallel Advisors, LLC. Throughout their career, they have worked at Ubs Private Wealth Management, Parcion Private Wealth LLC, Simplified Wealth Strategies LLC and Parallel Advisors, LLC. Caouette has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Parallel Advisors, LLC is a financial advisory business based out of San Francisco, CA. The investment advisory business has offices in 10 locations and a total of 91 financial advisors. It handles $6 billion in assets between its 12,629 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 12,629 client accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets. Parallel Advisors, LLC performs a broad array 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. Fees charged by financial advisors largely vary depending on the financial services offered. However, fee types billed by Parallel Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$5,708,131,871
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
91
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
12,629
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Kyle Caouette Work History
Kyle has been registered as a financial advisor for 1 years.*
Parallel Advisors, LLC
Simplified Wealth Strategies LLC
Parcion Private Wealth LLC
Ubs Private Wealth Management
*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 Kyle Caouette 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
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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