Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Amy Phan, financial advisor San Francisco CA
89 score

Amy Phan

CRD Number: 6238943
Current Firm: Parnassus Investments

Amy Phan (CRD# 6238943) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Parnassus Investments San Francisco, CA Aug 2013 - Current 3
Aspire Education Project Oakland, CA Apr 2013 - Current 3
Parnassus Investments San Francisco, CA Dec 2012 - Aug 2013 < 1
Wells Fargo St. Louis, MO Jun 2012 - Aug 2013 1
University Of California, Berkeley Berkeley, CA Aug 2008 - Aug 2013 5
The Convos New York, NY Nov 2012 - May 2013 < 1
Sport Street Social Network Roslyn, NY Sep 2012 - May 2013 < 1
Marketingcamp San Francisco San Francisco, CA Jan 2013 - Mar 2013 < 1
University Of California, Berkeley Berkeley, CA Nov 2011 - Dec 2012 1
College Track Oakland, CA Sep 2011 - Jun 2012 < 1
Earth Team Berkeley, CA Jan 2009 - Jul 2009 < 1
Bolsa Grande High School Garden Grove, CA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Amy V. Phan
Phone Number: 415-778-0200
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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