Heather Leah Katzenstein
Investment adviser representative at Parallel Advisors, LLC
11 yearsExperience
1 stateRegistered in
$10.3BFirm assets
19 yearsFirm in business
Are you Heather Leah Katzenstein? Claim your profile
Contact this firm
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
11 years in the industry.
- Parallel Advisors, LLCSep 2022 to now
- Arden Trust / Kestra FinancialAug 2019 to Aug 2022
- City National BankDec 2017 to Jul 2019
- Union BankDec 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2023
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
- 5514735
- Firm CRD
- 140800