Megan Parrish has been Chief Compliance Officer/Vice President of Berkeley since January 2024, is a control person of the firm and directly owns between 25% and 50% of it.
Berkeley, Inc is a Boise, ID firm with $574M under management, 222 clients and 3 advisers in one office, as of its February 2026 filing.
Investment adviser representative registrations
Megan Parrish is registered as an investment adviser representative in Idaho, since January 2024.
- IdahoSince 31 January 2024
Examinations
No examinations are on Megan Parrish’s record.
- Full name
- Megan Nicole Parrish
- CRD
- 7861796
- Firm
- Berkeley · CRD 117667
- Role
- Chief Compliance Officer/Vice President
- Office
- 3778 PLANTATION RIVER DRIVE, SUITE 102, Boise, ID 83703
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Megan Parrish work?
Megan Parrish has been Chief Compliance Officer/Vice President of Berkeley, Inc since January 2024, and is a control person of the firm.
Is Megan Parrish a financial advisor?
Yes. Megan Parrish has a current investment-adviser registration in Idaho, through Berkeley since January 2024.
How many years of experience does Megan Parrish have?
Megan Parrish has 2 years in the financial industry, since January 2024, across 1 adviser firm.
Where is Megan Parrish based?
Megan Parrish’s registered office is in Boise, ID.
Is Megan Parrish registered with FINRA?
No. Megan Parrish has no current broker registration.
How can I verify Megan Parrish’s record?
Search CRD 7861796 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Parrish’s full registration record.