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Nicholas J Parzych

Nicholas J. Parzych

SACO, ME
Some features on this profile are disabled
CRD#: 5064067
Nicholas J Parzych

Professional summary

Nicholas J Parzych, CFP®, who also goes by Nocholas J Parzych, was a registered financial advisor .

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nicholas had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I partner with clients to create personalized financial strategies through thoughtful planning so that you can spend your time focusing on what it is you enjoy in life. My goal is to become your trusted adviser as we collaborate to build a better financial future and earn the right to be referred to your family and friends.

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Nocholas J Parzych

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Education

Keene State College

Bachelor of Arts (BA) - Communications

2003

Experience

Current

April 22, 2026 - Present

SACO, ME
Past

March 31, 2025 - December 10, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SACO, ME
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SACO, ME
Past

August 29, 2007 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PORTLAND, ME
Past

March 6, 2006 - December 10, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PORTLAND, ME

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.

Highlighted states indicate IAR registrations

IAR
Maine
(4/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/2006
General Securities Representative Examination

Current firm

No current employment

Red Flags

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Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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