Justin A. Parisi
STRATEGIC ADVISERS LLC | Financial Consultant
MARENGO, OH
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CRD#: 5604816
Professional summary
Justin A. Parisi, who also goes by Justin A Parisi, Justin Allen Parisi, Justin Parisi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marengo, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Columbus, Ohio.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Justin has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
I've spent 15 years helping clients define and pursue their financial goals. During that time, I've gotten both the pleasure and experience of working with Families, Non-Profits, Endowments, and Corporations. Let me put that experience to work for you. In my free time, I serve on the Board of the Big Brothers Big Sisters Foundation, Seeds of Caring Board & Development Chair, and am a Westerville Noon Rotarian. I also enjoy boating and classic cars.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin A Parisi | Justin Allen Parisi | Justin Parisi
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.
OBA-68460|OrgNmn:Parisi Development LLC|Org Addr:Westervill,Ohio,US|OBA Nature:I hold and passively manage 17|Invst Rel:Y|Title:Sole Proprietor|Duties:Owner|StrtDt:05-09-22|TotHrs/mon:10|TrdHrs/mon:1|OBA-68462|OrgNmn:Big Brothers Big Sisters Of Central Ohio|Org Addr:Columbus,Ohio,US|OBA Nature:Foundation Board Member|Invst Rel:N|Title:Foundation Board Member|Duties:Overisght Of Foundation Board|StrtDt:05-10-22|TotHrs/mon:5|TrdHrs/mon:1|OBA-122550|OrgNmn:2323 FARMS LLC|Org Addr:CARDINGTON,Ohio,US|OBA Nature:This is a 22 Acre farm with a |Invst Rel:Y|Title:OWNER|Duties:LAWN MOWING, FEEDING ANIMALS, GENERAL HOME MAINTENANCE.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Justin A. Parisi'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®
NoneEducation
The Ohio State University- Max M. Fisher College Of Business
Bachelor of Science (BS) - Business Administration- Minor in Real Estate & Urban Analysis
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240Office #3: 470 Old Worthington Road Suite 200, Westerville, OH 43082RIA
CRD#: 104555
MARENGO, OH
Current
May 26, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240Office #2: 470 Old Worthington Road Suite 200, Westerville, OH 43082BD
CRD#: 7784
Columbus, OH
Past
June 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLUMBUS, OH
Past
January 29, 2020 - May 10, 2022
MANNING & NAPIER ADVISORS, LLC
RIA
CRD#: 105992
DUBLIN, OH
Past
January 23, 2020 - May 10, 2022
MANNING & NAPIER INVESTOR SERVICES, INC.
BD
CRD#: 26266
DUBLIN, OH
Past
May 30, 2014 - January 31, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
COLUMBUS, OH
Past
May 30, 2014 - January 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
COLUMBUS, OH
Past
May 22, 2014 - January 31, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
COLUMBUS, OH
Past
February 5, 2013 - May 22, 2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
DUBLIN, OH
Past
October 20, 2008 - November 28, 2012
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
DUBLIN, OH
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/26/2023)
RR
California(5/26/2022)
RR
Colorado(5/26/2022)
RR
Florida(5/26/2022)
RR
Georgia(1/4/2023)
RR
Idaho(6/26/2023)
RR
Illinois(5/26/2022)
RR
Indiana(5/26/2022)
RR
Iowa(8/17/2023)
RR
Kansas(6/26/2023)
RR
Kentucky(5/26/2022)
RR
Louisiana(7/21/2025)
RR
Massachusetts(6/14/2024)
RR
Michigan(5/26/2022)
RR
Minnesota(6/26/2023)
RR
Nevada(5/26/2022)
RR
New Jersey(5/26/2022)
RR
New York(5/26/2022)
RR
North Carolina(5/26/2022)
RR
Ohio(5/27/2022)
IAR
Ohio(3/31/2025)
RR
Oregon(5/26/2022)
RR
Pennsylvania(5/26/2022)
RR
South Carolina(1/4/2023)
RR
Tennessee(3/25/2023)
RR
Texas(5/26/2022)
IAR
Texas(3/31/2025)
RR
Utah(3/2/2024)
RR
Virginia(6/26/2023)
RR
Washington(5/26/2022)
RR
West Virginia(5/26/2022)
RR
Wisconsin(6/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Marengo, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
