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PARLIN ADVISORS LLC

HAGUE, NY · CRD 300774 · IAPD ↗ · parlinadvisors.com · (908) 377-4202

$68.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — PARLIN ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2024 — PARLIN ADVISORS LLC notice-filed in NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2024 — PARLIN ADVISORS LLC reported RAUM up 35% ($37.5M -> $50.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.