Grant W. Parisi
LIBERTY FORGE
BOSTON, MA 02116
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CRD#: 6347884
Grant W ParisiLIBERTY FORGE
Professional summary
Grant W Parisi, CFP®, ChFC®, CLU®, who also goes by Grant Wise Parisi, is a registered financial advisor currently at LIBERTY FORGE LLC located in Boston, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Boston, Massachusetts.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Grant has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Grant Wise 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.
1. Liberty Forge, LLC d/b/a Civic Financial. Investment-Related. At Registered Location. RIA. President/Partner. 07/2026. 60 hrs/month. 40 hrs during trading hrs. President, Financial Advisor. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 07/2026. 20 hrs/month. 20 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Sunny Street LLC. Not Investment-Related. At Registered Location. Operating LLC/Support Company. Owner. 01/2022. 1 hr/month. 1 hr during trading hrs. I am now winding down that activity but the entities have not dissolved yet. So still some revenue and expenses will flow through them. 4. GWPZZ, LLC. Not Investment-Related. At Registered Location. Operating LLC/Support Company. Owner. 01/2022. 1 hr/month. 1 hr during trading hrs. I am now winding down that activity but the entities have not dissolved yet. So still some revenue and expenses will flow through them. 5. Henry H Stick LLC. Investment-Related. 12 Wheeler Rd., Lincoln, MA 01773. Operating LLC/Support Company. 01/2001. I have no duties. I am a member of the LLC with a very small percentage ownership. The LLC mostly engages in passive investments. I am not a managing member. The RIA that I run will manage the investments of the Henry H Stick LLC. 6. Liberty Sun LLC. Investment-Related. At Registered Location. Fixed Insurance. Owner. 07/2026. 10 hrs/month. 5 hrs during trading hrs. This entity will do fixed insurance, annuity, and disability income business.
CRS (Client Relationship Summary) - RIA
Click below to view Grant W 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®
CFP®
Start date: 2018
Experience
Current
August 24, 2026 - Present
LIBERTY FORGE LLC
Office #1: 20 Newbury Street Floor 3, Boston, MA 02116RIA
CRD#: 343208
BOSTON, MA
Current
July 20, 2026 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 20 Newbury St Fl 3, Boston, MA 02116BD
CRD#: 35747
Boston, MA
Past
January 17, 2019 - November 18, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Boston, MA
Past
January 4, 2019 - July 2, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Boston, MA
Past
December 20, 2016 - December 31, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
WELLESLEY, MA
Past
September 1, 2016 - December 31, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WELLESLEY, MA
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".
LF
LIBERTY FORGE LLC
CIVIC FINANCIAL | LIBERTY FORGE LLC
CRD#: 343208 / SEC#: 801-136732
RIA
Registered Investment Advisory firm - (7/13/2026 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
California(7/20/2026)
RR
Colorado(7/20/2026)
RR
Delaware(7/20/2026)
RR
District of Columbia(7/20/2026)
RR
Florida(7/20/2026)
RR
Iowa(7/20/2026)
RR
Maryland(7/20/2026)
RR
Massachusetts(7/20/2026)
IAR
Massachusetts(8/24/2026)
RR
Missouri(7/20/2026)
RR
Nevada(7/20/2026)
RR
New Hampshire(7/20/2026)
RR
New York(7/20/2026)
RR
North Carolina(7/20/2026)
RR
Ohio(7/20/2026)
RR
Oregon(7/20/2026)
RR
Pennsylvania(7/20/2026)
RR
Rhode Island(7/20/2026)
RR
Utah(7/20/2026)
RR
Vermont(7/20/2026)
RR
Virginia(7/20/2026)
RR
Washington(7/20/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LIBERTY FORGE LLC
CIVIC FINANCIAL | LIBERTY FORGE LLC
CRD#: 343208 / SEC#: 801-136732
RIA
Registered Investment Advisory firm - (7/13/2026 Approved)Loading...
Contact information
Main Address
20 Newbury Street Floor 3, Boston, MA 02116
Mailing Address
Phone number
(617) 239-9340
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 358 |
| AUM (Assets Under Management) | $ 250,802,244 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
