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RIA / WealthAdvisorCertified Financial Planner22 years in industry

Nathan Buzaid Thomsen

Advisor at PARALLEL ADVISORS, LLC

WARWICK, RI | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:d0590d5f-1713-940c-ee58-4f987d816ec1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PARALLEL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 26, 2004
First registration: Feb 27, 2004
Dual registered: no
Other names: NATE BUZAID THOMSEN|NATHAN THOMSEN|NATHAN BUZAID THOMSEN
IAPD individual key: 4735962

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PARALLEL ADVISORS, LLC	Independent wealth	May 1, 2025	n/a	yes	SAN FRANCISCO, CA\|WARWICK, RI	Current employment
ADVISORS CAPITAL MANAGEMENT, LLC	Independent wealth	Jul 19, 2021	Apr 21, 2025	no	Cambridge, MA\|RIDGEWOOD, NJ	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 19, 2018	Nov 13, 2020	no	STAMFORD, CT	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Sep 13, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 4, 2013	Jul 13, 2018	no	FAIRFIELD, CT\|GREENWICH, CT\|STAMFORD, CT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 1, 2007	Jan 20, 2012	no	HARTFORD, CT	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 23, 2005	Oct 1, 2007	no	SHELTON, CT\|SHELTON, CT\|GLASTONBURY, CT	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 27, 2004	Jan 27, 2005	no	HARTFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORS CAPITAL MANAGEMENT, LLC	PARALLEL ADVISORS, LLC	Apr 21, 2025	May 1, 2025	10	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	ADVISORS CAPITAL MANAGEMENT, LLC	Nov 13, 2020	Jul 19, 2021	248	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ADVICE AND PLANNING SERVICES	Sep 13, 2018	Sep 19, 2018	6	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
OSAIC FA, INC.	STRATEGIC ADVISERS LLC	Jan 20, 2012	Apr 4, 2013	440	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	OSAIC FA, INC.	Oct 1, 2007	Oct 1, 2007	0	Firm change	Other
MORGAN STANLEY DW INC.	MSI FINANCIAL SERVICES, INC.	Jan 27, 2005	Jun 23, 2005	147	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
288590:20472:MA:2018-09-10	Sep 13, 2018	Sep 19, 2018	BOSTON, MA	Firm change

Relationships

Registered with (8)

→ PARALLEL ADVISORS, LLCRegistered adviserregistration: current employment
May 1, 2025 to presentfactForm ADV
→ ADVISORS CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 19, 2021 to Apr 21, 2025factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 19, 2018 to Nov 13, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Sep 13, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 4, 2013 to Jul 13, 2018factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 1, 2007 to Jan 20, 2012factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 23, 2005 to Oct 1, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 27, 2004 to Jan 27, 2005factForm ADV

Dated events

Occurred
Apr 21, 2025
Advisor changed firm
Nathan Buzaid Thomsen left Advisors Capital Management, Llc for Parallel Advisors, Llc (registered 2025-05-01)
Form ADVobserved 6 days ago