Frederick John Molfino
Investment adviser representative at Parallel Advisors, LLC
17 yearsExperience
2 statesRegistered in
$10.3BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Parallel Advisors, LLCAug 2020 to now
- Sanctuary Securities, LLCNov 2011 to Mar 2017
- Three Bridge Wealth Advisors, LLCAug 2009 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Parallel Advisors, LLC
$10.3BAssets managed
4,240Clients
73Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2280316
- Firm CRD
- 140800