MP
Michael Parise
COPPER BEECH FINANCIAL GROUP
MOORESTOWN, NJ 08057
Some features on this profile are disabled
CRD#: 5749379
MP
Michael PariseCOPPER BEECH FINANCIAL GROUP
Professional summary
Michael Parise, who also goes by Michael John Parise, Michael Parise, is a registered financial advisor currently at COPPER BEECH FINANCIAL GROUP, LLC located in Moorestown, New Jersey and COPPER BEECH CAPITAL LLC located in Moorestown, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Aliases
Michael John Parise | Michael Parise
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.
1. COPPER BEECH FINANCIAL GROUP, LLC. LIFE INSURANCE AGENT. START DATE 1/2011. 100% OWNERSHIP. 5 HOURS DEVOTED PER MONTH, 5 HOURS DURING MARKET HOURS. 2. Owner; Legal Services; Investment Related: No; Location: 3 Shawnee Ct., Medford, NJ 08055; Description of the business: Legal services; Start date with business: 2009-11-01; Hours devoted to business during trading hours: .5; Hours devoted to business outside trading hours: .5; Percentage of total yearly compensation expected to be derived from the business: 1;Registered Representative of a broker/dealer. Licensed life insurance and health insurance agent. Practicing attorney. 3. COPPER BEECH FINANCIAL GROUP, LLC POSITION: CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/21/2021 ADDRESS: 1223 N. CHURCH ST., ., Moorestown NJ 08057, United States DESCRIPTION: RIA - Investment Advisory and Financial Planning. 4. MICHAEL PARISE, ESQ. POSITION: Owner NATURE: Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 3 Shawnee Ct., Medford NJ 08055, United States DESCRIPTION: Licensed Attorney providing legal services to clients. Mainly drafting of estate documents. I have not undergone these activities in over 12 months and do not intend to provide them unless it is a special situation for family and friends that may need these services. I do not have a webpage or otherwise market these services. 5. MICHAEL PARISE - LICENSED LIFE AND HEALTH AGENT POSITION: Agent NATURE: sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2010 ADDRESS: 1233 Church Street, Moorestown NJ 08057, United States DESCRIPTION: Licensed life and health insurance agent. Receives transaction based compensation for the sale of life and health insurance products to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Parise'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®
NoneExperience
Current
August 3, 2021 - Present
COPPER BEECH FINANCIAL GROUP, LLC
Office #1: 1223 N. Church Street, Moorestown, NJ 08057RIA
CRD#: 313156
MOORESTOWN, NJ
Current
July 22, 2026 - Present
COPPER BEECH CAPITAL LLC
Office #1: 1223 N Church Street, Moorestown, NJ 08057Office #2: 1223 N Church St, Moorestown, NJ 08057BD
CRD#: 334108
MOORESTOWN, NJ
Past
October 11, 2024 - August 4, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Moorestown, NJ
Past
October 11, 2024 - August 4, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
Moorestown, NJ
Past
June 8, 2017 - December 31, 2017
FAMILY OFFICE PARTNERS, INC.
RIA
CRD#: 285939
Moorestown, NJ
Past
January 4, 2011 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
February 4, 2010 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Moorestown, NJ
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".
CB
COPPER BEECH FINANCIAL GROUP, LLC
COPPER BEECH FINANCIAL GROUP, LLC | VARIUM INVESTMENT PARTNERS
CRD#: 313156 / SEC#: 801-121409
RIA
Registered Investment Advisory firm - (6/11/2021 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.Highlighted states indicate IAR registrations
IAR
New Jersey(8/3/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CB
COPPER BEECH FINANCIAL GROUP, LLC
COPPER BEECH FINANCIAL GROUP, LLC | VARIUM INVESTMENT PARTNERS
CRD#: 313156 / SEC#: 801-121409
RIA
Registered Investment Advisory firm - (6/11/2021 Approved)Loading...
Contact information
Main Address
1223 N. Church Street, Moorestown, NJ 08057
Mailing Address
Phone number
(856) 988-8300
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 468 |
| AUM (Assets Under Management) | $ 189,126,534 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/10/2025 | ||
| 09/29/2023 |
Red Flags
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.
