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Christina Marie Sofka

PARISI GRAY WEALTH MANAGEMENT, LLC·MENDHAM, New Jersey
Unclaimed Profile
5 COLD HILL ROAD S, MENDHAM, NJ 07945CRD# 5894172Firm CRD# 286388
01

About

Christina Marie Sofka is a registered financial advisor based in MENDHAM, New Jersey, affiliated with PARISI GRAY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARISI GRAY WEALTH MANAGEMENT, LLC
PARISI GRAY WEALTH MANAGEMENT, LLC
AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PARISI GRAY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5894172
Firm CRD# 286388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christina Marie Sofka offer?
Christina Marie Sofka specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MENDHAM, New Jersey for a consultation.
What are Christina Marie Sofka's credentials?
Christina Marie Sofka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Marie Sofka located?
Christina Marie Sofka is based in MENDHAM, New Jersey, working with PARISI GRAY WEALTH MANAGEMENT, LLC. Their office serves clients in the MENDHAM metropolitan area and surrounding communities.
How does Christina Marie Sofka charge for services?
Christina Marie Sofka's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARISI GRAY WEALTH MANAGEMENT, LLC?
PARISI GRAY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in New JerseyNational Fee Analysis
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