Unclaimed Profile

Michael Roy Paris

ACI PARTNERS, LLC·GREAT NECK, New York

SIE, Series 6, Series 7, Series 63, Series 65Clean record19 years registeredACI PARTNERS, LLC

185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 5087636Firm CRD# 168342

Profile Verification

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

Identity

Michael Roy Paris · GREAT NECK, NY

Registration

CRD #5087636 · ACI PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Oct 2017 – present

ACI PARTNERS, LLC

Sep 2013 – Dec 2017

GREAT NECK, NY

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Feb 2007 – Oct 2017

GREAT NECK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 1, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

CRD 168342 · SEC 801-78523

AUM

$313M

Regulatory assets under management

Employees

864 client accounts

Services offered by OBSIDIAN PERSONAL PLANNING SOLUTIONS, 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 OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Roy Paris offer?

Michael Roy Paris specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.

What are Michael Roy Paris's credentials?

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

Where is Michael Roy Paris located?

Michael Roy Paris is based in GREAT NECK, New York, working with ACI PARTNERS, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.

How does Michael Roy Paris charge for services?

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

How large is ACI PARTNERS, LLC?

ACI PARTNERS, LLC has approximately 8 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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