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FIRM PROFILE
Overview
PARNASSUS FUNDS DISTRIBUTOR, LLC is located at 190 Middle Street Suite 301, Portland, ME 04101 and was first established at Boston, Delaware in 03/11/2019. After operating for 6 years, PARNASSUS FUNDS DISTRIBUTOR, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PARNASSUS FUNDS DISTRIBUTOR, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PARNASSUS FUNDS DISTRIBUTOR, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PARNASSUS FUNDS DISTRIBUTOR, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PARNASSUS FUNDS DISTRIBUTOR, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PARNASSUS FUNDS DISTRIBUTOR, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PARNASSUS FUNDS DISTRIBUTOR, LLC Comes From
Understanding the Statistics for PARNASSUS FUNDS DISTRIBUTOR, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
190 Middle Street Suite 301, Portland, ME 04101
190 Middle Street Suite 301, Portland, ME 04101
Small
(866) 251-6920
Delaware since 03/11/2019
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | ||
| BRUNNER, JENNIFER ANNE | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 1137783 | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 | |
| EDELMAN, GABRIEL | SECRETARY | 6654419 | |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 | |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 | |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 | |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
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Advisor's working at PARNASSUS FUNDS DISTRIBUTOR, LLC
Aida Diaz Nunez
Sean C. Healy
Danielle Marie Kalkman
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