David Belisle, financial advisor Danvers MA

David Belisle

CRD Number: 7021553
Current Firm: Paramount Financial

David Belisle (CRD# 7021553) is an Investment Advisor Representative working at Paramount Financial in Danvers, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Dwb Tax And Insurance Services Llc Dba Tradewinds Tax Planning Danvers, MA Sep 2022 - Current < 1
Paramount Planning Llc Dba Paramount Financial Danvers, MA Jan 2022 - Current < 1
Dwb Tax And Insurance Services LLC Danvers, MA Jan 2022 - Current < 1
Paramount Planning Llc Dba Paramount Financial Danvers, MA Aug 2021 - Current 1
Ae Wealth Management, LLC Topeka, KS Dec 2019 - Current 2
Paramount Financial Danvers, MA Aug 2019 - Current 3
David Belisle, Sole Proprietor Danvers, MA Jun 2013 - Jun 2022 9
Changepath, LLC Leawood, KS Jun 2019 - Nov 2019 < 1
Paramount Wealth Strategies Beverly, MA Jan 2013 - Aug 2019 6
Brookstone Capital Management Wheaton, IL Jan 2019 - Jun 2019 < 1
Djc Construction Services LLC Beverly, MA Jan 2009 - Dec 2013 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David W. Belisle
Phone Number: 978-406-9137
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $119,747
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA, NH

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