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Bridget McGuire

Investment adviser representative at Parallel Advisors

Investment adviser representativeSan Francisco, CASEC record checked 14 October 2026

3
Years in the industry
3
Years at the firm
1
Adviser firms
3
State registrations

IAPD record retrieved 14 October 2026SEC record

Bridget McGuire is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Bridget McGuire has been registered through Parallel Advisors since 21 July 2023, has 3 years in the industry across 1 firm and has passed the Series 65.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 21 July 2023
Officer or owner
Bridget McGuire is not listed among Parallel Advisors’ executive officers or direct owners.

The firm

Parallel Advisors, LLC
San Francisco, CA

Form ADV filed 29 June 2026

$10.31B AUM4,240 clients61 advisers38 offices

Career on record

Bridget McGuire has been registered through Parallel Advisors since July 2023.

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · 3 years
    San Francisco, CA · Adviser representative · Firm CRD 140800
  2. Passed Series 65 · 2023

Registrations and exams

Bridget McGuire is registered as an investment adviser representative in California, Oklahoma and Texas and has passed 1 qualifying exam.

California19 December 2025
Scope
Investment adviser representative
Status
Approved
Oklahoma17 March 2025
Scope
Investment adviser representative
Status
Approved
Texas21 July 2023
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6521 July 2023
Name
Uniform Investment Adviser Law Examination

Adviser record

Full name
Bridget Clare McGuire
CRD
7754105
Firm
Parallel Advisors, LLC
Registered in
California, Oklahoma, Texas
Office
150 Spear Street, Suite 1600, San Francisco, CA 94105

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 Bridget McGuire work?

Bridget McGuire is an investment adviser representative registered through Parallel Advisors, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Bridget McGuire a financial advisor?

Yes. Bridget McGuire is registered as an investment adviser representative in California, Oklahoma and Texas, through Parallel Advisors since July 2023, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Bridget McGuire have?

Bridget McGuire has worked in the financial industry for 3 years as of 14 October 2026, counted from 20 July 2023, across 1 adviser firm.

Source: IAPD individual record, checked 14 October 2026

What exams has Bridget McGuire passed?

Bridget McGuire passed the Series 65 in July 2023.

Source: IAPD individual record, checked 14 October 2026

Where is Bridget McGuire based?

Bridget McGuire’s registered office is in San Francisco, CA.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 7754105. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Parallel Advisors, LLC, filed 29 June 2026. Executive officers and direct owners; this person is not among them.

Retrieved 14 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Bridget McGuire or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.