Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 24 September 2026
- Officer or owner
- Conor Sheridan is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Conor Sheridan has been registered through Parallel Advisors since September 2026, and before that through Sheridan Capital Management, Cambridge Investment Research Advisors, Managers Investment Group and Fremont Investment Advisors.
- Parallel Advisors, LLCCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 140800
- Sheridan Capital Management, LLC– present · 16 yearsSan Rafael, CA · Adviser representative · Firm CRD 156705
- Passed Series 24 · 2007
- Cambridge Investment Research Advisors, Inc.– · 5 yearsSan Francisco, CA · Adviser representative · Firm CRD 134139
- Managers Investment Group LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 27314
- Passed Series 7 · 2000
- Fremont Investment Advisors Inc– · 5 yearsSan Francisco, CA · Adviser representative · Firm CRD 104522
- Passed Series 65 · 1999
- Passed Series 6 and Series 63 · 1993
Registrations and exams
Conor Sheridan is registered as an investment adviser representative in California, Louisiana, Texas and Texas and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 18 March 2011 |
| Louisiana | Investment adviser representative | Approved | 23 May 2022 |
| Texas | Investment adviser representative | Approved, resident | 18 March 2011 |
| Texas | Investment adviser representative | Approved | 24 September 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 1993 |
| Series 24 | General Securities Principal Examination | 9 March 2007 |
| Series 7 | General Securities Representative Examination | 16 December 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 August 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Adviser record
- Full name
- Conor Michael Sheridan
- CRD
- 2377368
- Registered in
- California, Louisiana, Texas, 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 Conor Sheridan work?
Conor Sheridan is an investment adviser representative registered through Parallel Advisors, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Conor Sheridan a financial advisor?
Yes. Conor Sheridan is registered as an investment adviser representative in California, Louisiana, Texas and Texas, through Parallel Advisors since September 2026, as of 14 October 2026.
How many years of experience does Conor Sheridan have?
Conor Sheridan has worked in the financial industry for 26 years as of 14 October 2026, counted from 15 July 2000, across 5 adviser firms.
What exams has Conor Sheridan passed?
Conor Sheridan has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in August 1993.
Where did Conor Sheridan work before Parallel Advisors?
Before Parallel Advisors, Conor Sheridan was registered through Sheridan Capital Management, LLC, March 2011 to present; Cambridge Investment Research Advisors, Inc., June 2006 to May 2011; Managers Investment Group LLC, February 2005 to June 2006; Fremont Investment Advisors Inc, July 2000 to January 2005.
Where is Conor Sheridan based?
Conor Sheridan’s registered office is in San Francisco, CA.
Leadership at Parallel Advisors
Jerry RendicChief Executive Officer
Diane GabianelliChief Financial Officer
Sangeetha SrinivasanChief Compliance Officer- Daniel HaspelElected Manager
Jacob SchuttChief Wealth Officer