Robert Allan Roesener
Investment adviser representative at Parallel Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Parallel Advisors, LLCApr 2022 to now
- Ameriprise Financial Services, Inc.Mar 2018 to Apr 2022
- University of California Los AngelesJan 2018 to Mar 2018
- Wells Fargo Advisors Financial Network, LLCJan 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
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
- 6176833
- Firm CRD
- 140800