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.

Similar Advisors
Cynthia Pellegrino, financial advisor Danvers MA
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Scott Gillespie, financial advisor Danvers MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Cecil Staton, financial advisor Danvers MA
Cecil P. Staton
CRD# 6794724
Origin Financial
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.