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David Droppo

Investment adviser representative at Parallel Advisors

Investment adviser representativeWalnut Creek, CASEC record checked 14 October 2026

21
Years in the industry
0
Years at the firm
8
Adviser firms
2
State registrations

IAPD record retrieved 14 October 2026SEC record

David Droppo is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. David Droppo has been registered through Parallel Advisors since 12 June 2026, has 21 years in the industry across 8 firms and has passed the Series 7, Series 66 and SIE.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 12 June 2026
Officer or owner
David Droppo 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

David Droppo has been registered through Parallel Advisors since June 2026, and before that through Apeiron, Atlas Wealth Advisors, Wfg Advisors, Wfg Investments, Ameriprise Financial Services, Ameriprise Financial Services and Ids Life Insurance Company.

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · under a year
    Walnut Creek, CA · Adviser representative · Firm CRD 140800
  2. Apeiron
    – present · 8 years
    Dallas, TX · Adviser representative · Firm CRD 289273
  3. Atlas Wealth Advisors LLC
    – · 1 year
    Walnut Creek, CA · Adviser representative · Firm CRD 289273
  4. Passed SIE · 2017
  5. Wfg Advisors, LP
    – · 3 years
    Chapel Hill, NC · Adviser representative · Firm CRD 125073
  6. Wfg Investments, Inc.
    – · 3 years
    Chapel Hill, NC · Adviser representative and broker · Firm CRD 22704
  7. Ameriprise Financial Services, Inc.
    – · 9 years
    Lone Tree, CO · Adviser representative · Firm CRD 6363
  8. Passed Series 7 and Series 66 · 2005
  9. Ameriprise Financial Services, Inc.
    – · 9 years
    Lone Tree, CO · Adviser representative and broker · Firm CRD 6363
  10. Ids Life Insurance Company
    – · 1 year
    Minneapolis, MN · Adviser representative and broker · Firm CRD 6321

Registrations and exams

David Droppo is registered as an investment adviser representative in California and Texas and has passed 3 qualifying exams.

California11 December 2019
Scope
Investment adviser representative
Status
Approved
Texas2 January 2019
Scope
Investment adviser representative
Status
Approved

Examinations

Series 666 September 2005
Name
Uniform Combined State Law Examination
SIE1 September 2017
Name
Securities Industry Essentials Examination
Series 723 August 2005
Name
General Securities Representative Examination

Adviser record

Full name
David Ryan Droppo
CRD
4987487
Firm
Parallel Advisors, LLC
Registered in
California, Texas
Office
1655 N Main St, Ste 290, Walnut Creek, CA 94595

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 David Droppo work?

David Droppo is an investment adviser representative registered through Parallel Advisors, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is David Droppo a financial advisor?

Yes. David Droppo is registered as an investment adviser representative in California and Texas, through Parallel Advisors since June 2026, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does David Droppo have?

David Droppo has worked in the financial industry for 21 years as of 14 October 2026, counted from 24 August 2005, across 8 adviser firms.

Source: IAPD individual record, checked 14 October 2026

What exams has David Droppo passed?

David Droppo has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in August 2005.

Source: IAPD individual record, checked 14 October 2026

Where did David Droppo work before Parallel Advisors?

Before Parallel Advisors, David Droppo was registered through Apeiron, January 2019 to present; Atlas Wealth Advisors LLC, September 2017 to December 2018; Wfg Advisors, LP, October 2014 to September 2017; Wfg Investments, Inc., October 2014 to September 2017; Ameriprise Financial Services, Inc., September 2005 to October 2014; Ameriprise Financial Services, Inc., August 2005 to October 2014; Ids Life Insurance Company, August 2005 to July 2006.

Source: IAPD individual record, checked 14 October 2026

Where is David Droppo based?

David Droppo’s registered office is in Walnut Creek, CA.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 4987487. 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 David Droppo or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.