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John Parisi Sr.

Advisor at Parisi Gray Wealth Management, LLC

Updated today

Location

Mendham, NJ 07945

Credentials

Series 63, Series 65

Industry experience

36 years

About

John Parisi Sr. is a financial advisor with Parisi Gray Wealth Management, LLC in Mendham, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Merrill and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a licensed insurance agent offering fixed and life insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach utilizing fundamental, technical, and cyclical analysis, with portfolios that may include mutual funds, ETFs, individual securities, options, and derivatives.

Client services

Based on Parisi Gray Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Parisi Gray Wealth Management, LLC

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting

Fee options

Percentage

Up to 2.00% annually (negotiable based on factors including complexity, asset level, and relationship)

Commissions

Advisory Persons acting in separate capacity as registered representatives may receive commissions and 12b-1 fees for securities transactions and insurance sales; these commissions are separate and in addition to advisory fees.

Other

Account minimum: Parisi Gray generally does not impose a minimum size for establishing a relationship. Fee-only: Comprehensive wealth management fee up to 2.00% annually, paid quarterly in advance, based on market value of assets under management.

Location

5 Cold Hill Road S, Suite 1

Mendham, NJ 07945

Most active in

New Jersey · Texas

Work history

Purshe Kaplan Sterling Investments

2017 - Present (9 years)

Parisi Gray Wealth Management, LLC

2016 - Present (10 years)

Oliver Luxxe Assets LLC

2016 - 2017 (1 year)

Merrill

2005 - 2016 (11 years)

Merrill

1997 - 2016 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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