Michael J. Beardi
Professional summary
Michael J Beardi, who also goes by Michael J. Beardi, is a registered financial advisor currently at PARSONEX ADVISORY SERVICES, INC. located in Alexandria, Virginia and PARSONEX SECURITIES, INC. located in Englewood, Colorado.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael J Beardi's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2021 - Present
PARSONEX ADVISORY SERVICES, INC.
May 5, 2008 - Present
PARSONEX SECURITIES, INC.
Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112January 19, 2016 - December 31, 2020
PARSONEX ADVISORY SERVICES, INC.
November 27, 2006 - August 27, 2007
PFS INVESTMENTS INC.
October 20, 2004 - July 28, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - July 28, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
November 21, 2002 - October 20, 2004
QUICK & REILLY, INC.
April 24, 2001 - October 20, 2004
QUICK & REILLY, INC.
March 8, 2000 - April 25, 2001
PRUDENTIAL EQUITY GROUP, LLC
December 17, 1999 - February 8, 2000
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
PARSONEX ADVISORY SERVICES, INC.
CRD#: 160275 / SEC#: 801-74543
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/12/2021)
(11/13/2023)
(5/5/2008)
(6/25/2012)
(8/28/2022)
(1/28/2009)
(2/26/2024)
(2/26/2024)
(10/10/2023)
(4/5/2024)
(7/18/2024)
(4/15/2019)
(10/10/2025)
(9/24/2024)
(5/5/2008)
(7/17/2024)
(12/4/2017)
(5/5/2008)
(12/10/2024)
(3/6/2025)
(7/18/2022)
(9/1/2022)
(2/24/2009)
(1/22/2014)
(4/5/2011)
(8/1/2024)
(8/8/2008)
(1/11/2021)
(2/12/2024)
(10/22/2024)
(12/7/2023)
Exams
FINRA
Current Firm
PARSONEX ADVISORY SERVICES, INC.
CRD#: 160275 / SEC#: 801-74543
Contact information
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 174,840,469 |
Red Flags
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