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Patrick Maurizio Parisi

CIMA®
ELYXIUM WEALTH
Hampton, NH
·CRD# 2883282·29 years experience

Professional Summary

Patrick Maurizio Parisi, CIMA®, who also goes by Patrick Parisi, is a registered financial advisor currently at ELYXIUM WEALTH LLC located in Hampton, New Hampshire. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patrick has worked at 4 firms and has passed the Series 65, Series 3 and Series 30 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Patrick Parisi

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CIMA®
Certified Investment Management Analyst

Years of Experience

29 years in the financial services industry

Current & Past Employments

ELYXIUM WEALTH LLC·CRD# 328603
RIA
Hampton, NH
February 16, 2026 - Present
BMO FAMILY OFFICE, LLC·CRD# 110264
RIA
Portsmouth, NH
November 20, 2012 - July 13, 2026
CTC CONSULTING, LLC·CRD# 147053
RIA
Portsmouth, NH
May 22, 2008 - July 23, 2012
CTC CONSULTING, INC.·CRD# 107079
RIA
Boston, MA
August 18, 2004 - May 30, 2008

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Current Firm

EW
ELYXIUM WEALTH LLC

ELYSIUM FAMILY OFFICE | ELYXIUM WEALTH LLC

CRD#: 328603 / SEC#: 801-130221
RIA
Registered Investment Advisory firm - SEC (5/9/2024 Approved)

Contact Information

Main Address

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212

Phone Number

(310) 221-8349*224

# of Employees

7

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

418

AUM (Assets Under Management)

$1,389,352,262

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ELYXIUM WEALTH LLC

ELYSIUM FAMILY OFFICE | ELYXIUM WEALTH LLC

CRD#: 328603 / SEC#: 801-130221
RIA
Registered Investment Advisory firm - SEC (5/9/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(2/17/2026)
IAR
Massachusetts
(4/9/2026)
IAR
New Hampshire
(2/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1997About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Mar 2013About the Series 3 exam

Series 30 — NFA Branch Manager Examination

Passed May 2013About the Series 30 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick Maurizio Parisi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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