Bart M. Fisher

PARALLEL EQUITY ADVISORS LTD.

Dublin, OH 43017

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CRD#: 7320992

Professional summary

Bart Michael Fisher, who also goes by Bart Fisher, is a registered financial advisor currently at PARALLEL EQUITY ADVISORS LTD. located in Dublin, Ohio and FORTUNE FINANCIAL SERVICES, INC. located in Dublin, Ohio.

Bart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Bart has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bart Fisher

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.

Symphony Partners Advisory LTD., LLC; Yes; Dublin, OH; Insurance Sales; Insurance Agent; 02/2024; 25-30 HRS/MO; 25-30 HRS/MO Affiliated with Parallel Equity Advisors (CRD: 153265). Practicing IAR, hours vary based on need. No longer active as author of any publications, nor compensated as such. Fortune Financial Services; Investment related; Registered Representative; Monaca, PA; Start date 03/2024; Approximately 10% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Michael Fisher'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®

None

Experience

Current

February 20, 2024 - Present

PARALLEL EQUITY ADVISORS LTD.

Office #1: 5650 Blazer Parkway Suite 112, Dublin, OH 43017

RIA

CRD#: 153265

Dublin, OH

Current

March 1, 2024 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 5650 Blazer Parkway, Dublin, OH 43017

CRD#: 42150

Dublin, OH

Past

March 8, 2021 - February 28, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FINDLAY, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Indiana
(5/6/2024)

IAR

Indiana
(6/10/2025)

Kentucky
(5/2/2024)

IAR

Ohio
(2/20/2024)

Ohio
(3/4/2024)

Pennsylvania
(5/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/10/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/16/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/6/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6TO

Date: 2/27/2021

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PARALLEL EQUITY ADVISORS LTD.

PARALLEL EQUITY ADVISORS LTD. | SYMPHONY PARTNERS ADVISORY LTD., LLC | SYMPHONY PARTNERS ADVISORY LTD. | PARALLEL EQUITY ADVISORS LTD., LLC

CRD#: 153265 / SEC#:

Indiana

Registered Investment Advisory firm - (6/10/2025 Approved)

Ohio

Registered Investment Advisory firm - (4/21/2010 Approved)

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Contact information

Main Address

5650 Blazer Parkway Suite 112, Dublin, OH 43017

Mailing Address

Phone number

(614) 354-5452

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	335
AUM (Assets Under Management)	$ 39,548,764

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.

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Bart M. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Michael Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALLEL EQUITY ADVISORS LTD.

FORTUNE FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/10/2021

Series 7TO

Date: 4/16/2022

SIE

Date: 3/6/2021

Series 6TO

Date: 2/27/2021

FINRA

Current Firm

PARALLEL EQUITY ADVISORS LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARALLEL EQUITY ADVISORS LTD.

TRUST BUT VERIFY

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