Unclaimed Profile

John Francis Parisi

PARISI GRAY WEALTH MANAGEMENT, LLC·MENDHAM, New Jersey

SIE, Series 7, Series 31, Series 63, Series 65, Series 99TOClean record20 years registeredPARISI GRAY WEALTH MANAGEMENT, LLC

5 COLD HILL ROAD S, MENDHAM, NJ 07945CRD# 1879131Firm CRD# 286388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Francis Parisi · MENDHAM, NJ

Registration

CRD #1879131 · PARISI GRAY WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PARISI GRAY WEALTH MANAGEMENT, LLC

Feb 2017 – present

OLIVER LUXXE ASSETS LLC

Dec 2016 – Oct 2017

GLADSTONE, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2005 – Dec 2016

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · December 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARISI GRAY WEALTH MANAGEMENT, LLC

CRD 286388 · SEC 801-108904

AUM

$575M

Regulatory assets under management

Employees

1,000 client accounts

Services offered by PARISI GRAY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARISI GRAY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Francis Parisi offer?

John Francis Parisi specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MENDHAM, New Jersey for a consultation.

What are John Francis Parisi's credentials?

John Francis Parisi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Francis Parisi located?

John Francis Parisi 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 John Francis Parisi charge for services?

John Francis Parisi'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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