Parsons Capital Management Inc.

Parsons Capital Management Inc. (CRD# 106295) is a financial advisory firm headquartered in Providence, RI. They manage $1,039,685,729 in 1,436 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,040
    MILLION
  • Total Number of Accounts
    1,436
    ACCOUNTS
  • Average Account Value
    $724,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, LA, MA, MD, ME, MN, NH, NJ, NY, OH, PA, RI, TX, VA, VT, WA

Financial Advisors at Parsons Capital Management Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Rana L. Choubah
CRD#: 5256950
10 Weybosset Street, Ste 1000, Providence, RI 02903
96
Wealthminder
score

Rana Choubah (CRD# 5256950) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 7 years of experience in the finance industry. Rana Choubah 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.

2
John B. Trevor
CRD#: 5317376
10 Weybosset Street, Ste 1000, Providence, RI 02903
96
Wealthminder
score

John Trevor (CRD# 5317376) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 11 years of experience in the finance industry. John Trevor 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.

3
David Von Hemert
CRD#: 2258729
10 Weybosset Street, Suite 1000, Providence, RI 02903
96
Wealthminder
score

David Von Hemert (CRD# 2258729) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 25 years of experience in the finance industry.

4
Edwin G. Fischer
CRD#: 3172830
10 Weybosset Street, Suite 1000, Providence, RI 02903
93
Wealthminder
score

Edwin Fischer (CRD# 3172830) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 19 years of experience in the finance industry.

5
Peter M. Hunt
CRD#: 722271
10 Weybosset Street, Suite 1000, Providence, RI 02903
93
Wealthminder
score

Peter Hunt (CRD# 722271) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 24 years of experience in the finance industry.

6
John H. Mullen
CRD#: 5205327
10 Weybosset Street, Ste 1000, Providence, RI 02903
93
Wealthminder
score

John Mullen (CRD# 5205327) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 10 years of experience in the finance industry.

7
Ruth K. Mullen
CRD#: 4676556
11450 Dixie Highway, Suite 205, Hobe Sound, FL 33455
93
Wealthminder
score

Ruth Mullen (CRD# 4676556) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Hobe Sound, FL and has over 14 years of experience in the finance industry.

8
John G. Parsons
CRD#: 865038
11450 Se Dixie Highway, Suite 205, Hobe Sound, FL 33455
93
Wealthminder
score

John Parsons (CRD# 865038) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Hobe Sound, FL and has over 36 years of experience in the finance industry.

9
Stacey L. Sternberg
CRD#: 3090697
10 Weybosset Street, Suite 1000, Providence, RI 02903
93
Wealthminder
score

Stacey Sternberg (CRD# 3090697) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 19 years of experience in the finance industry.

10
Linda J. Jamison
CRD#: 6254395
10 Weybosset Street, Suite 1000, Providence, RI 02903
89
Wealthminder
score

Linda Jamison (CRD# 6254395) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 4 years of experience in the finance industry.

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