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Stephanie Cooper

Investment adviser representative at Parallel Advisors

Investment adviser representativeSan Francisco, CASEC record checked 14 October 2026

11
Years in the industry
11
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 14 October 2026SEC record

Stephanie Cooper is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Stephanie Cooper has been registered through Parallel Advisors since 20 May 2015, has 11 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 20 May 2015
Officer or owner
Stephanie Cooper 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

Stephanie Cooper has been registered through Parallel Advisors since May 2015.

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · 11 years
    San Francisco, CA · Adviser representative · Firm CRD 140800
  2. Passed Series 65 · 2015

Registrations and exams

Stephanie Cooper is registered as an investment adviser representative in California and Texas and has passed 1 qualifying exam.

California20 May 2015
Scope
Investment adviser representative
Status
Approved
Texas23 December 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6520 May 2015
Name
Uniform Investment Adviser Law Examination

Adviser record

Full name
Stephanie Cooper
CRD
6433956
Firm
Parallel Advisors, LLC
Registered in
California, Texas
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 Stephanie Cooper work?

Stephanie Cooper is an investment adviser representative registered through Parallel Advisors, LLC since May 2015, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Stephanie Cooper a financial advisor?

Yes. Stephanie Cooper is registered as an investment adviser representative in California and Texas, through Parallel Advisors since May 2015, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Stephanie Cooper have?

Stephanie Cooper has worked in the financial industry for 11 years as of 14 October 2026, counted from 19 May 2015, across 1 adviser firm.

Source: IAPD individual record, checked 14 October 2026

What exams has Stephanie Cooper passed?

Stephanie Cooper passed the Series 65 in May 2015.

Source: IAPD individual record, checked 14 October 2026

Where is Stephanie Cooper based?

Stephanie Cooper’s 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 6433956. 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 Stephanie Cooper or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.