Phillip Ronald Scavo
Investment adviser representative at Parallel Advisors, LLC
14 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
14 years in the industry.
- Parallel Advisors, LLCMar 2025 to now
- Charles Schwab & Co, IncOct 2021 to Mar 2025
- Morgan StanleyOct 2020 to Oct 2021
- Equitable Advisors, LLCFeb 2020 to Oct 2020
- Northern Arizona UniversitySep 2018 to May 2020
- 2nd Amendment Enterprises LLCOct 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7250931
- Firm CRD
- 140800