Kenneth Lee Millman
Investment adviser representative at Parallel Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$10.3BFirm assets
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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
16 years in the industry.
- Parallel Advisors, LLCDec 2024 to now
- BMO Family OfficeOct 2021 to Oct 2024
- BNY Wealth ManagementOct 2010 to Sep 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4687376
- Firm CRD
- 140800