Edward
Parolisi

Ironwood Wealth Management, LLC

CRD#6456813
Investment Advisor
in Rye, NH

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About this Advisor

Edward Parolisi is a financial advisor operating in Rye, New Hampshire who has 7 years of relevant experience. Parolisi works at Ironwood Wealth Management, LLC. During their career, Parolisi has held roles at Ironwood Wealth Management, LLC (Crd#151004), Hitachi Data Systems and Ironwood Wealth Management, LLC (Crd#200511). Parolisi can advise clients in California and New Hampshire. Ironwood Wealth Management, LLC is a registered investment firm that has its headquarters in Chandler, AZ. The company has a total of 21 financial advisors. It administers $540 million in assets under management among its 2,190 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,190 accounts, 43% are associated with high-net-worth clients who have at least $1 million in assets. Ironwood Wealth Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules depend on which services the firm provides the client. Fee types billed by Ironwood Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Rye, NH

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Ironwood Wealth Management, LLC Brokerage Details

Total Assets Under Management

$539,546,611

NH Average: $1,555,372,352
Total Number of Employees

21

NH Average: 37
Total Number of Accounts

2,190

NH Average: 1,370
Average Account Size

$246,368

NH Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Edward Parolisi Work History

Edward has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Ironwood Wealth Management, LLC (Crd#200511)

2010 - Present (14 years)

Hitachi Data Systems

2015 - 2016 (1 year)

Ironwood Wealth Management, LLC (Crd#151004)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Parolisi 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 Ironwood Wealth Management, LLC

Lauren Chavez
Chandler, AZ
Christopher Mortvedt
Chandler, AZ
Zachary Wik
Chandler, AZ
Richard Wagner
Chandler, AZ
Edward Parolisi
Rye, NH
Rydan Case
Chandler, AZ
Alexander Marek
Chandler, AZ
Cean Kenefick-Rogers
Chandler, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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