Robert
Parsons
Parsons Capital Management Inc
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About this Advisor
Robert Parsons is a financial advisor based in Hobe Sound, Florida, working with Parsons Capital Management Inc. Robert has previously held a position at Parsons Capital Management, Inc. Robert has passed the Series 63 regulatory exam and is registered to provide services in Florida, New York, and Rhode Island. Currently, Robert is part of Parsons Capital Management Inc, which operates out of Hobe Sound, Florida. The firm has 4 offices and 21 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Parsons Capital Management Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parsons Capital Management Inc Brokerage Details
$1,879,594,055
21
1,833
$1,025,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Parsons Work History
Parsons Capital Management, Inc
Disclosures
Please visit the SEC profile of Robert Parsons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parsons Capital Management Inc
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Hobe Sound, FL
Providence, RI
Providence, RI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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