Unclaimed Profile

Stuart Alan Paris

ACI PARTNERS, LLC·GREAT NECK, New York

SIE, Series 7, Series 24, Series 51, Series 63, Series 65Clean record27 years registeredACI PARTNERS, LLC

185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 1113014Firm CRD# 168342

Profile Verification

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

Identity

Stuart Alan Paris · GREAT NECK, NY

Registration

CRD #1113014 · ACI PARTNERS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACI PARTNERS, LLC

COMMONWEALTH FINANCIAL NETWORK

Oct 2017 – Dec 2022

Great Neck, NY

ACI PARTNERS, LLC

Sep 2013 – Dec 2017

GREAT NECK, NY

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

Jun 1999 – Oct 2017

GREAT NECK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · June 14, 1999

Years registered · 27

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 Stuart Alan Paris offer?

Stuart Alan Paris specializes in Financial Planning, Investment Management.

What are Stuart Alan Paris's credentials?

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

Where is Stuart Alan Paris located?

Stuart Alan Paris is based in GREAT NECK, New York, last registered with ACI PARTNERS, LLC.

How does Stuart Alan Paris charge for services?

Stuart Alan 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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