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GP

Garrett A. Pierce

PARALEL DISTRIBUTORS
New York, NY 10022
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CRD#: 2659775
GP

Professional summary


Garrett Andrew Pierce, AIF®, CFP® is a registered financial professional currently at PARALEL DISTRIBUTORS located in New York, New York.

Garrett is registered as a RR (Registered Representative) and started their career in finance in 1995. Garrett has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Garrett Andrew Pierce's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

October 4, 2022 - Present

PARALEL DISTRIBUTORS

Office #1: 645 Fifth Avenue Suite 1201, New York, NY 10022
BD
CRD#: 316115
New York, NY
Past

July 23, 2014 - September 30, 2022

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
NEW YORK CITY, NY
Past

May 4, 2010 - April 22, 2014

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

May 4, 2010 - April 22, 2014

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

April 1, 2010 - May 5, 2010

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

September 24, 2007 - March 15, 2010

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

September 21, 2007 - March 15, 2010

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

January 29, 2004 - September 18, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BOSTON, MA
Past

September 19, 1995 - February 13, 2004

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/4/2022)
RR
Alaska
(10/4/2022)
RR
Arizona
(10/4/2022)
RR
Arkansas
(10/4/2022)
RR
California
(10/4/2022)
RR
Colorado
(10/4/2022)
RR
Connecticut
(10/4/2022)
RR
Delaware
(10/4/2022)
RR
District of Columbia
(10/4/2022)
RR
Florida
(10/4/2022)
RR
Georgia
(10/4/2022)
RR
Hawaii
(10/4/2022)
RR
Idaho
(10/4/2022)
RR
Illinois
(10/4/2022)
RR
Indiana
(10/4/2022)
RR
Iowa
(10/4/2022)
RR
Kansas
(10/4/2022)
RR
Kentucky
(10/4/2022)
RR
Louisiana
(10/4/2022)
RR
Maine
(10/4/2022)
RR
Maryland
(10/4/2022)
RR
Massachusetts
(10/4/2022)
RR
Michigan
(10/4/2022)
RR
Minnesota
(10/4/2022)
RR
Mississippi
(10/4/2022)
RR
Missouri
(10/4/2022)
RR
Montana
(10/4/2022)
RR
Nebraska
(10/4/2022)
RR
Nevada
(10/4/2022)
RR
New Hampshire
(10/4/2022)
RR
New Jersey
(10/4/2022)
RR
New Mexico
(10/4/2022)
RR
New York
(10/4/2022)
RR
North Carolina
(10/4/2022)
RR
North Dakota
(10/4/2022)
RR
Ohio
(10/10/2022)
RR
Oklahoma
(10/4/2022)
RR
Oregon
(10/4/2022)
RR
Pennsylvania
(10/4/2022)
RR
Puerto Rico
(10/4/2022)
RR
Rhode Island
(10/4/2022)
RR
South Carolina
(10/4/2022)
RR
South Dakota
(10/4/2022)
RR
Tennessee
(10/4/2022)
RR
Texas
(10/4/2022)
RR
Utah
(10/4/2022)
RR
Vermont
(10/4/2022)
RR
Virgin Islands
(10/4/2022)
RR
Virginia
(10/4/2022)
RR
Washington
(10/4/2022)
RR
West Virginia
(10/4/2022)
RR
Wisconsin
(10/4/2022)
RR
Wyoming
(10/4/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/20/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 7/13/2004
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PD
PARALEL DISTRIBUTORS
PARALEL DISTRIBUTORS | PARALEL DISTRIBUTORS LLC

CRD#: 316115 / SEC#: , 8-70771

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1700 Broadway Suite 1850, Denver, CO 80290
Mailing Address
1700 Broadway Suite 1850, Denver, CO 80290
Phone number
(303) 378-0364
Established
Delaware since 06/21/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PARALEL TECHNOLOGIES, LLCDIRECT OWNER
MAY, JEREMY OPPEGARDCEO/FOUNDER2744563
SWENSON, BRADLEY JOHNPRESIDENT/CCO/FINOP2666663

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARALEL DISTRIBUTORS

CRD#: 316115New York, NY 10022

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