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PARISI GRAY WEALTH MANAGEMENT, LLC
PARISI GRAY WEALTH MANAGEMENT, LLC
MENDHAM, New Jersey
·
3 registered advisors
·
CRD# 286388
SEC# 801-108904
0
973-358-4921
01
Firm Overview
AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at PARISI GRAY WEALTH MANAGEMENT, LLC
3 registered advisors
Christina Marie Sofka
MENDHAM, New Jersey
CRD# 5894172
David P Gray
MENDHAM, New Jersey
CRD# 5349909
John Francis Parisi
MENDHAM, New Jersey
CRD# 1879131
05
Office Locations
MENDHAM, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. PARISI GRAY WEALTH MANAGEMENT, LLC (CRD# 286388) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.