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Phillip Scavo

Investment adviser representative at Parallel Advisors

Investment adviser representativeScottsdale, AZSEC record checked 14 October 2026

5
Years in the industry
1
Years at the firm
7
Adviser firms
2
State registrations

IAPD record retrieved 14 October 2026SEC record

Phillip Scavo is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Phillip Scavo has been registered through Parallel Advisors since 15 July 2025, has 5 years in the industry across 7 firms and has passed the SIE, Series 7TO, Series 66 and Series 9.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 15 July 2025
Officer or owner
Phillip Scavo 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

Phillip Scavo has been registered through Parallel Advisors since July 2025, and before that through Charles Schwab & Co., Charles Schwab & Co., Morgan Stanley, Morgan Stanley, Equitable Advisors and Equitable Advisors.

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · 1 year
    Scottsdale, AZ · Adviser representative · Firm CRD 140800
  2. Passed Series 9 · 2024
  3. Charles Schwab & Co., Inc.
    – · 3 years
    Phoenix, AZ · Adviser representative · Firm CRD 5393
  4. Charles Schwab & Co., Inc.
    – · 3 years
    Phoenix, AZ · Adviser representative and broker · Firm CRD 5393
  5. Morgan Stanley
    – · 1 year
    Gilbert, AZ · Adviser representative · Firm CRD 149777
  6. Morgan Stanley
    – · 1 year
    Gilbert, AZ · Adviser representative and broker · Firm CRD 149777
  7. Equitable Advisors, LLC
    – · under a year
    Scottsdale, AZ · Adviser representative · Firm CRD 6627
  8. Passed SIE, Series 7TO and Series 66 · 2020
  9. Equitable Advisors, LLC
    – · under a year
    Scottsdale, AZ · Adviser representative and broker · Firm CRD 6627

Registrations and exams

Phillip Scavo is registered as an investment adviser representative in Arizona and Texas and has passed 4 qualifying exams.

Arizona15 August 2025
Scope
Investment adviser representative
Status
Approved
Texas15 July 2025
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 6622 July 2020
Name
Uniform Combined State Law Examination
Series 919 August 2024
Name
General Securities Sales Supervisor - Options Module Examination
Series 7TO8 July 2020
Name
General Securities Representative Examination
SIE23 May 2020
Name
Securities Industry Essentials Examination

Adviser record

Full name
Phillip Ronald Scavo
CRD
7250931
Firm
Parallel Advisors, LLC
Registered in
Arizona, Texas
Office
16427 N Scottsdale Rd, Scottsdale, AZ 85254

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 Phillip Scavo work?

Phillip Scavo is an investment adviser representative registered through Parallel Advisors, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Phillip Scavo a financial advisor?

Yes. Phillip Scavo is registered as an investment adviser representative in Arizona and Texas, through Parallel Advisors since July 2025, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Phillip Scavo have?

Phillip Scavo has worked in the financial industry for 5 years as of 14 October 2026, counted from 10 November 2020, across 7 adviser firms.

Source: IAPD individual record, checked 14 October 2026

What exams has Phillip Scavo passed?

Phillip Scavo has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 9. The earliest, the SIE, was passed in May 2020.

Source: IAPD individual record, checked 14 October 2026

Where did Phillip Scavo work before Parallel Advisors?

Before Parallel Advisors, Phillip Scavo was registered through Charles Schwab & Co., Inc., December 2021 to March 2025; Charles Schwab & Co., Inc., December 2021 to March 2025; Morgan Stanley, November 2020 to December 2021; Morgan Stanley, November 2020 to December 2021; Equitable Advisors, LLC, August 2020 to November 2020; Equitable Advisors, LLC, July 2020 to November 2020.

Source: IAPD individual record, checked 14 October 2026

Where is Phillip Scavo based?

Phillip Scavo’s registered office is in Scottsdale, AZ.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 7250931. 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 Phillip Scavo or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.