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Russell John Parsons

PARSONS CAPITAL MANAGEMENT, LLC·NEW HOPE, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 63CFPChFCClean record24 years registeredPARSONS CAPITAL MANAGEMENT, LLC
1 SOUTH SUGAN ROAD, NEW HOPE, PA 18938CRD# 2027667Firm CRD# 114494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell John Parsons · NEW HOPE, PA
Registration
CRD #2027667 · PARSONS CAPITAL MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CW ADVISORS, LLC
Apr 2025 – present
PARSONS CAPITAL MANAGEMENT, LLC
Dec 2001 – Jun 2025
NEW HOPE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · December 7, 2001
Years registered · 24
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARSONS CAPITAL MANAGEMENT, LLC
CRD 114494 · SEC 801-61362
AUM
$661M
Regulatory assets under management
Employees
6
1,737 client accounts
Services offered by PARSONS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARSONS CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Russell John Parsons offer?
Russell John Parsons specializes in Financial Planning, Investment Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.
What are Russell John Parsons's credentials?
Russell John Parsons holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Russell John Parsons located?
Russell John Parsons is based in NEW HOPE, Pennsylvania, working with PARSONS CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEW HOPE metropolitan area and surrounding communities.
How does Russell John Parsons charge for services?
Russell John Parsons's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARSONS CAPITAL MANAGEMENT, LLC?
PARSONS CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $661M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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