Nicholas J. Parzych

PARZYCH FINANCIAL PLANNING | Vice President, Financial Consultant

SACO, ME

CRD#: 5064067

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Professional summary

Nicholas J Parzych, CFP®, who also goes by Nocholas J Parzych, is a registered financial advisor currently at PARZYCH FINANCIAL PLANNING, LLC located in Saco, Maine.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nicholas has 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) - RIA

Click below to view Nicholas J Parzych's CRS (Customer Relationship Summary).

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

PARZYCH FINANCIAL PLANNING, LLC

RIA

CRD#: 340083

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

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)

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

State Security Law Exam

IAR

Series 66

Date: 6/23/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/9/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/2006

General Securities Representative Examination

Current Firm

PARZYCH FINANCIAL PLANNING, LLC

CRD#: 340083 / SEC#:

Maine

Registered Investment Advisory firm - (1/22/2026 Approved)

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Contact information

Main Address

Saco, ME

Mailing Address

Phone number

(207) 352-0231

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Nicholas J. Parzych

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas J Parzych's CRS (Customer Relationship Summary).

Certified licenses

Education

Keene State College

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2007

Series 63

Date: 3/9/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/4/2006

Current Firm

PARZYCH FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

PARZYCH FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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