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Spencer Terris

Investment adviser representative at Parallel Advisors

Investment adviser representativeSan Francisco, CASEC record checked 14 October 2026

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

IAPD record retrieved 14 October 2026SEC record

Spencer Terris is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Spencer Terris has been registered through Parallel Advisors since 24 January 2023, has 3 years in the industry across 1 firm and has passed the Series 65.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 24 January 2023
Officer or owner
Spencer Terris 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

Spencer Terris has been registered through Parallel Advisors since January 2023.

Firms and exams, newest first
  1. Passed Series 65 · 2023
  2. Parallel Advisors, LLCCurrent
    – present · 4 years
    San Francisco, CA · Adviser representative · Firm CRD 140800

Registrations and exams

Spencer Terris is registered as an investment adviser representative in California and has passed 1 qualifying exam.

California24 January 2023
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6518 April 2023
Name
Uniform Investment Adviser Law Examination

Adviser record

Full name
Spencer Edward Terris
CRD
7687597
Firm
Parallel Advisors, LLC
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 Spencer Terris work?

Spencer Terris is an investment adviser representative registered through Parallel Advisors, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Spencer Terris a financial advisor?

Yes. Spencer Terris is registered as an investment adviser representative in California, through Parallel Advisors since January 2023, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Spencer Terris have?

Spencer Terris has worked in the financial industry for 3 years as of 14 October 2026, counted from 23 January 2023, across 1 adviser firm.

Source: IAPD individual record, checked 14 October 2026

What exams has Spencer Terris passed?

Spencer Terris passed the Series 65 in April 2023.

Source: IAPD individual record, checked 14 October 2026

Where is Spencer Terris based?

Spencer Terris’ registered office is in San Francisco, CA.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 7687597. 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 Spencer Terris or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.