RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Gray Scudder Jaggers
- Title
- Wealth Strategistreportedparalleladvisors.comfirm site, Sep 15, 2026
- Professional profile
- paralleladvisors.com/people/gray-jaggersreportedparalleladvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Parallel Advisors, LLC independent RIA currentsince Jan 1, 2025 · San Francisco, Ca
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Jan 25, 2019 · Boston, Ma
- Strategic Advisers LLC national BDOct 13, 2016 to Jul 13, 2018 · Campbell, Ca
- Fidelity Personal And Workplace Advisors to Parallel Advisors, LLCleft Jan 25, 2019, registered Jan 1, 2025 (2168 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address