John Parisi (CRD# 1879131) is an Investment Advisor Representative working at Parisi Gray Wealth Management, LLC in Mendham, NJ and has over 35 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2017 - Current | 7 |
| Parisi Gray Wealth Management, LLC | Bedminster, NJ | Dec 2016 - Current | 7 |
| Oliver Luxxe Assets LLC | Gladstone, NJ | Dec 2016 - Feb 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills, NJ | Dec 2005 - Dec 2016 | 11 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Dec 1997 - Dec 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- NJ
- TX
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Total Assets Under Management575MILLIONS
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Total Number of Accounts1,000ACCOUNTS
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Average Account Value$574,690
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, NJ, NY, PA, TX, VA
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