John
Parisi

Parisi Gray Wealth Management, LLC

CRD#1879131
Investment Advisor
in Bedminster, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Parisi is a financial advisor who works in Bedminster, New Jersey who has 6 years of industry experience. Parisi works at Parisi Gray Wealth Management, LLC. Parisi has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Oliver Luxxe Assets LLC, Parisi Gray Wealth Management, LLC and Purshe Kaplan Sterling Investments. Parisi has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and Texas. Parisi Gray Wealth Management, LLC is a financial advisory firm that has its headquarters in Bedminster, NJ. It handles $484 million in total assets across its 962 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 962 customer accounts, 49% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Parisi Gray Wealth Management, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on the type of services. Fees charged by Parisi Gray Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

350 Main Street Suite 1
Bedminster, NJ 07921

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Parisi Gray Wealth Management, LLC Brokerage Details

Total Assets Under Management

$483,686,625

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

962

NJ Average: 6,978
Average Account Size

$502,793

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Parisi Work History

John has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2016 - Present (8 years)

Parisi Gray Wealth Management, LLC

2016 - 2017 (1 year)

Oliver Luxxe Assets LLC

2005 - 2016 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

1997 - 2016 (19 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 John Parisi 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 Parisi Gray Wealth Management, LLC

David Gray
Bedminster, NJ
John Parisi
Bedminster, NJ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started