Unclaimed Profile

Michael Parise

COPPER BEECH FINANCIAL GROUP, LLC·MOORESTOWN, New Jersey

SIE, Series 7, Series 24, Series 66Clean record15 years registeredCOPPER BEECH FINANCIAL GROUP, LLC

1223 N. CHURCH STREET, MOORESTOWN, NJ 08057CRD# 5749379Firm CRD# 313156

Profile Verification

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

Identity

Michael Parise · MOORESTOWN, NJ

Registration

CRD #5749379 · COPPER BEECH FINANCIAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2024 – present

COPPER BEECH FINANCIAL GROUP, LLC

Aug 2021 – present

FAMILY OFFICE PARTNERS, INC.

Jun 2017 – Dec 2017

Moorestown, NJ

AMERICAN PORTFOLIOS ADVISORS, INC

Jan 2011 – Oct 2024

HOLBROOK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 4, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPER BEECH FINANCIAL GROUP, LLC

CRD 313156 · SEC 801-121409

AUM

$113M

Regulatory assets under management

Employees

220 client accounts

Services offered by COPPER BEECH FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at COPPER BEECH FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Parise offer?

Michael Parise specializes in Financial Planning. Contact their office in MOORESTOWN, New Jersey for a consultation.

What are Michael Parise's credentials?

Michael Parise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Parise located?

Michael Parise is based in MOORESTOWN, New Jersey, working with COPPER BEECH FINANCIAL GROUP, LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.

How does Michael Parise charge for services?

Michael Parise's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPER BEECH FINANCIAL GROUP, LLC?

COPPER BEECH FINANCIAL GROUP, LLC has approximately 10 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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