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Kameron Smith

Investment adviser representative at Parallel Advisors

Investment adviser representativeDayton, OHSEC record checked 14 October 2026

12
Years in the industry
2
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 14 October 2026SEC record

Kameron Smith is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Kameron Smith has been registered through Parallel Advisors since 27 February 2024, has 12 years in the industry across 3 firms and has passed the Series 65.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 27 February 2024
Officer or owner
Kameron Smith 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

Kameron Smith has been registered through Parallel Advisors since February 2024, and before that through McKinley Carter Wealth Services and Lifeplan Financial Group.

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · 3 years
    Dayton, OH · Adviser representative · Firm CRD 140800
  2. McKinley Carter Wealth Services, Inc.
    – · 4 years
    Miamisburg, OH · Adviser representative · Firm CRD 135184
  3. Lifeplan Financial Group, Inc.
    – · 6 years
    Dayton, OH · Adviser representative · Firm CRD 121376
  4. Passed Series 65 · 2014

Registrations and exams

Kameron Smith is registered as an investment adviser representative in Ohio and has passed 1 qualifying exam.

Ohio27 February 2024
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6531 August 2014
Name
Uniform Investment Adviser Law Examination

Adviser record

Full name
Kameron Thomas Smith
CRD
6103216
Firm
Parallel Advisors, LLC
Registered in
Ohio
Office
10050 Innovation Drive, Suite 350, Dayton, OH 45342

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 Kameron Smith work?

Kameron Smith is an investment adviser representative registered through Parallel Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Kameron Smith a financial advisor?

Yes. Kameron Smith is registered as an investment adviser representative in Ohio, through Parallel Advisors since February 2024, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Kameron Smith have?

Kameron Smith has worked in the financial industry for 12 years as of 14 October 2026, counted from 6 October 2014, across 3 adviser firms.

Source: IAPD individual record, checked 14 October 2026

What exams has Kameron Smith passed?

Kameron Smith passed the Series 65 in August 2014.

Source: IAPD individual record, checked 14 October 2026

Where did Kameron Smith work before Parallel Advisors?

Before Parallel Advisors, Kameron Smith was registered through McKinley Carter Wealth Services, Inc., September 2020 to April 2024; Lifeplan Financial Group, Inc., October 2014 to December 2020.

Source: IAPD individual record, checked 14 October 2026

Where is Kameron Smith based?

Kameron Smith’s registered office is in Dayton, OH.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 6103216. 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 Kameron Smith or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.