Michael Parikh (CRD# 1461297) is an Investment Advisor Representative working at M Street Capital, LLC in Dallas, TX and has over 22 years of experience in the finance industry. Michael Parikh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Navigation Group, LLC | Boston, MA | May 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | May 2023 - Current | < 1 |
| M Street Capital, LLC | Boston, MA | Jan 2015 - Current | 9 |
| P & W Global Advisors | Boston, MA | May 2008 - Aug 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- MA
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Total Assets Under Management9MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$900,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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