Christopher John Cummock
Investment adviser representative at Parallel Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Parallel Advisors, LLCDec 2024 to now
- O'donnell Financial GroupMar 2024 to Jun 2024
- Tri Coast CapitalSep 2023 to Oct 2024
- Mc Aureate Ria & Aureate CapitalMar 2021 to Sep 2023
- Tamalpais Asset ManagementMar 2020 to Mar 2021
- Vaultbank / TokenvaultMay 2017 to Sep 2018
- Cummock Asset Management LLCJan 2012 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
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
- 6820380
- Firm CRD
- 140800