Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 14 November 2023
- Officer or owner
- Ashley Stephenson is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Ashley Stephenson has been registered through Parallel Advisors since November 2023, and before that through Ellevest.
- Parallel Advisors, LLCCurrent– present · 3 yearsCoppell, TX · Adviser representative · Firm CRD 140800
- Ellevest– · 2 yearsNew York, NY · Adviser representative · Firm CRD 175476
- Passed Series 65 · 2021
Registrations and exams
Ashley Stephenson is registered as an investment adviser representative in Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Texas | Investment adviser representative | Approved | 14 November 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
Adviser record
- Full name
- Ashley Lauren Stephenson
- CRD
- 7461163
- Registered in
- Texas
- Office
- 3300 Olympus Blvd, Suite 125, Coppell, TX 75019
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Ashley Stephenson work?
Ashley Stephenson is an investment adviser representative registered through Parallel Advisors, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Stephenson a financial advisor?
Yes. Ashley Stephenson is registered as an investment adviser representative in Texas, through Parallel Advisors since November 2023, as of 14 October 2026.
How many years of experience does Ashley Stephenson have?
Ashley Stephenson has worked in the financial industry for 4 years as of 14 October 2026, counted from 17 November 2021, across 2 adviser firms.
What exams has Ashley Stephenson passed?
Ashley Stephenson passed the Series 65 in November 2021.
Where did Ashley Stephenson work before Parallel Advisors?
Before Parallel Advisors, Ashley Stephenson was registered through Ellevest, November 2021 to February 2024.
Where is Ashley Stephenson based?
Ashley Stephenson’s registered office is in Coppell, TX.
Leadership at Parallel Advisors
Jerry RendicChief Executive Officer
Diane GabianelliChief Financial Officer
Sangeetha SrinivasanChief Compliance Officer- Daniel HaspelElected Manager
Jacob SchuttChief Wealth Officer