Parker Rist (CRD# 6807824) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Jul 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Mclean, VA | Jun 2022 - Current | 1 |
| Bank Of America, N.a. | Vienna, VA | Sep 2019 - Jun 2022 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna, VA | Jun 2019 - Jun 2022 | 3 |
| Intellor Group, Inc. | Gaithersburg, MD | Jun 2011 - Jun 2019 | 8 |
| Adele H. Stamp Student Union - University Of Maryland | College Park, MD | Feb 2019 - May 2019 | < 1 |
| University Of Maryland - College Park | College Park, MD | Aug 2015 - May 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna, VA | Jun 2018 - Aug 2018 | < 1 |
| Robert H. Smith School Of Business - University Of Maryland | College Park, MD | Feb 2018 - Jun 2018 | < 1 |
| Medallion Financial Group | Gaithersburg, MD | May 2017 - Jun 2017 | < 1 |
| Gaithersburg High School | Gaithersburg, MD | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- MD
- TX
- VA
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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