Daniel Haspel
Elected Manager at Parallel Advisors
Officer named in the firm’s Form ADV
Role as filed on 29 June 2026; public records checked on 17 September 2026.
Daniel Haspel is named as elected manager in Parallel Advisors, LLC’s Form ADV. This profile reports the filed role and ownership band. Individual registration and examination information is unavailable for this profile.
Role at Parallel Advisors#
- Title on Schedule A
- Elected Manager
- Control
- Schedule A reports Daniel Haspel as a control person of the adviser. Schedule B also identifies him as an elected manager in the filed ownership chain.
- Ownership
- Schedule A reports Daniel Haspel in the under-5% ownership band.
- Tenure
- Reported as an elected manager since December 2022.
The firm
Parallel Advisors, LLC$10.31B regulatory AUM · 61 advisory staff · 38 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
Parallel Advisors identifies Daniel Haspel on Schedules A and B of its Form ADV. The SEC IAPD public individual lookup for CRD 7091640 returned no individual record when checked on 17 September 2026, so this page does not report individual registration, examination, employment, office, or disclosure information.
The officer listing does not establish an individual registration history. View the IAPD record
Registrations and exams#
An officer title or CRD number on Form ADV does not establish current investment adviser representative registration. No registration or examination counts are inferred from limited or unavailable individual adviser information.
Individual adviser registrations and examinations are not presented in this officer profile. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Parallel Advisors’ Form ADV Schedule A identifies Daniel Haspel as an elected manager. Schedule B identifies him as an elected manager in the ownership chain of Prism Acquisition, LLC, Parallel Mergerco II-R, LLC, Prism Intermediate Investments, LLC, and Prism Topco GP, LLC. Parallel Advisors Form ADV Part 1A, Schedules A and B
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Daniel Haspel’s role in Parallel Advisors’ filing?
Parallel Advisors’ Form ADV Schedule A reports Daniel Haspel as an elected manager and a control person, with the role acquired in December 2022. Schedule B also lists him as an elected manager in entities in the adviser’s reported ownership chain.
Why does this profile not list Daniel Haspel’s registrations or exams?
The SEC IAPD public individual lookup for CRD 7091640 returned no individual record when checked on 17 September 2026. This profile therefore states only the officer role filed by Parallel Advisors.
Source: SEC IAPD individual lookup; Form ADV Part 1A, Schedules A and B
Answered from the records above.
Leadership at Parallel Advisors#
Jerry RendicChief Executive OfficerCRD 2250186
Diane GabianelliChief Financial OfficerCRD 6452884
Sangeetha SrinivasanChief Compliance OfficerCRD 6801941
Jacob SchuttChief Wealth OfficerCRD 4588040
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual lookup, CRD 7091640. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
- Form ADV Part 1A, Schedules A and B of Parallel Advisors, LLC, filed 29 June 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Daniel Haspel or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser.