Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 15 February 2013
- Officer or owner
- Matthew Clements is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Matthew Clements has been registered through Parallel Advisors since February 2013, and before that through Barclays Capital.
- Parallel Advisors, LLCCurrent– present · 14 yearsSan Francisco, CA · Adviser representative · Firm CRD 140800
- Barclays Capital Inc.– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 19714
- Passed Series 7 and Series 66 · 2011
Registrations and exams
Matthew Clements is registered as an investment adviser representative in California and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 19 February 2013 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 June 2011 |
| Series 7 | General Securities Representative Examination | 17 February 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- Matthew Glenn Clements
- CRD
- 5886012
- Registered in
- California
- 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 Matthew Clements work?
Matthew Clements is an investment adviser representative registered through Parallel Advisors, LLC since February 2013, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Clements a financial advisor?
Yes. Matthew Clements is registered as an investment adviser representative in California, through Parallel Advisors since February 2013, as of 14 October 2026.
How many years of experience does Matthew Clements have?
Matthew Clements has worked in the financial industry for 15 years as of 14 October 2026, counted from 23 June 2011, across 2 adviser firms.
What exams has Matthew Clements passed?
Matthew Clements has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2011.
Where did Matthew Clements work before Parallel Advisors?
Before Parallel Advisors, Matthew Clements was registered through Barclays Capital Inc., June 2011 to March 2013.
Where is Matthew Clements based?
Matthew Clements’ 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