Kelly Odonnell Brush
Investment adviser representative at Parnassus Investments, LLC
15 yearsExperience
1 stateRegistered in
$41.1BFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Parnassus Investments, LLCOct 2021 to now
- Parnassus Funds Distributor, LLCMay 2019 to now
- Parnassus InvestmentsMay 2017 to Sep 2021
- Foreside Fund Services, LLCJan 2014 to Apr 2017
- Skba Capital Management, LLCApr 2011 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parnassus Investments, LLC
$41.1BAssets managed
30Clients
12Advisers
4 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
- 4941331
- Firm CRD
- 316904