Verified recordFinancial Services

Scott Stratton

Principal Head of Advisors at Parallel Advisors, Llc

Based in San Francisco, United States

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Seniority

C-Team

Department

General Business & Management

Location

San Francisco

Industry

Financial Services

Company size

124

Contact information

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Email

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s•••••••@paralleladvisors.com

Phone

5 credits

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Background

About Scott Stratton

Parallel Advisors is an impressively growing $9B full service Registered Investment Advisor firm. Mr. Stratton serves as a principal and member of the management team. He oversees an experienced and diverse group of over 50 wealth advisors, as well as managing several firm organic growth initiatives. Prior to joining Parallel, Scott was a principal and co-founder of the Private Client Group at Fisher Investments, one of the largest independent investment advisory firms in the US. He played a critical role in growing the firm from 20 employees and $1 Billion in assets under management in 1995 to over employees and approximately $300 Billion in assets under management. He was a member of Fisher Investments strategy team that devised and implemented several innovative and successful growth initiatives. Mr. Stratton has over 30 years of wealth management experience in the HNW and UHNW space. He earned a Bachelor of Arts degree magna cum laude in Organizational Behavior from Wake Forest University and an MBA with dual concentrations in both finance (portfolio management) and international business from Columbia Business School.

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