Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 15 February 2013
- Officer or owner
- William Clements is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
William Clements has been registered through Parallel Advisors since February 2013, and before that through Barclays Capital and Alliancebernstein.
- Parallel Advisors, LLCCurrent– present · 14 yearsSan Francisco, CA · Adviser representative · Firm CRD 140800
- Barclays Capital Inc.– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 19714
- Passed Series 31 · 2005
- Alliancebernstein L.P.– · 6 yearsSan Francisco, CA · Adviser representative · Firm CRD 108477
- Passed Series 7 and Series 66 · 2004
- Passed Series 63 and Series 22 · 1984
Registrations and exams
William Clements is registered as an investment adviser representative in California and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 19 February 2013 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 June 1984 |
| Series 31 | Futures Managed Funds Examination | 5 January 2005 |
| Series 7 | General Securities Representative Examination | 22 December 2004 |
| Series 22 | Direct Participation Programs Representative Examination | 8 June 1984 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
Adviser record
- Full name
- William George Clements
- CRD
- 1248265
- 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 Clements work?
William Clements is an investment adviser representative registered through Parallel Advisors, LLC since February 2013, and is not listed among the firm’s executive officers or direct owners.
Is William Clements a financial advisor?
Yes. William Clements is registered as an investment adviser representative in California, through Parallel Advisors since February 2013, as of 14 October 2026.
How many years of experience does William Clements have?
William Clements has worked in the financial industry for 21 years as of 14 October 2026, counted from 31 December 2004, across 3 adviser firms.
What exams has William Clements passed?
William Clements has passed 5 licensing exams: the Series 63, Series 22, Series 7, Series 66 and Series 31. The earliest, the Series 63, was passed in June 1984.
Where did William Clements work before Parallel Advisors?
Before Parallel Advisors, William Clements was registered through Barclays Capital Inc., January 2011 to March 2013; Alliancebernstein L.P., January 2005 to March 2011.
Where is William Clements based?
William Clements’ 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