Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 2 February 2026
- Officer or owner
- William Barrett is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
William Barrett has been registered through Parallel Advisors since February 2026.
- Parallel Advisors, LLCCurrent– present · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 140800
- Passed Series 65 · 2026
- Passed SIE · 2015
- Passed Series 63 · 2012
- Passed Series 7 · 2009
Registrations and exams
William Barrett is registered as an investment adviser representative in California and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 2 February 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 May 2012 |
| SIE | Securities Industry Essentials Examination | 31 December 2015 |
| Series 7 | General Securities Representative Examination | 27 November 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- William Gilbert Barrett
- CRD
- 2772521
- 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 William Barrett work?
William Barrett is an investment adviser representative registered through Parallel Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Barrett a financial advisor?
Yes. William Barrett is registered as an investment adviser representative in California, through Parallel Advisors since February 2026, as of 14 October 2026.
How many years of experience does William Barrett have?
William Barrett has worked in the financial industry for 0 years as of 14 October 2026, counted from 1 February 2026, across 1 adviser firm.
What exams has William Barrett passed?
William Barrett has passed 4 licensing exams: the Series 7, Series 63, SIE and Series 65. The earliest, the Series 7, was passed in November 2009.
Where is William Barrett based?
William Barrett’s 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