David
Von Hemert

Parsons Capital Management Inc

CRD#2258729
Investment Advisor
in Providence, RI

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About this Advisor

David Von Hemert is a chartered financial analyst operating in Providence, Rhode Island who has 24 years of relevant experience. Von Hemert works at Parsons Capital Management Inc. They have been with Parsons Capital Management Inc for all of their career. Von Hemert has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Rhode Island. Parsons Capital Management Inc is a financial advisory company that has its headquarters in Providence, RI. The firm has offices in four locations and a total of 18 employees. It controls $2 billion in assets across its 1,734 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 21 charities and foundations. Of its 1,734 customer accounts, 44% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually depend on which service is provided. Fee types billed by Parsons Capital Management Inc may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10 Weybosset Street Suite 1000
Providence, RI 02903

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Parsons Capital Management Inc Brokerage Details

Total Assets Under Management

$1,683,043,951

RI Average: $2,813,243,532
Total Number of Employees

18

RI Average: 18
Total Number of Accounts

1,734

RI Average: 609
Average Account Size

$970,614

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Von Hemert Work History

David has been registered as a financial advisor for 24 years.*

1999 - Present (25 years)

Parsons Capital Mgmt

*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 David Von Hemert 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

Charles Parsons
Providence, RI
John Trevor
Providence, RI
Joan Caine
Providence, RI
Ruth Mullen
Hobe Sound, FL
John Mullen
Providence, RI
Stacey Sternberg
Providence, RI
Linda Jamison
Providence, RI
David Von Hemert
Providence, RI

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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