AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DB

David W. Belisle

PARAMOUNT FINANCIAL
Danvers, MA 01923
Some features on this profile are disabled
CRD#: 7021553
DB

Professional summary

David William Belisle, who also goes by Dave Belisle, David Belisle, is a registered financial advisor currently at PARAMOUNT FINANCIAL located in Danvers, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Belisle | David Belisle

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.) DWB Tax and Insurance Services LLC; Investment Related; Insurance Agent; Fixed Insurance Sales; Danvers, MA; Start date: 01/2022; 40% of time spent in this activity. 2.) DWB Tax and Insurance Services LLC: Not Investment Related; Founder; Tax Planning/Preparation; Danvers, MA; Start date: 09/2022; 10 hours per month during securities trading hours. 3) Tri-Point Tax and Accounting Services LLC; Not Inv rel; owner/tax preparer; Danvers, MA; Start: 10/2024; Approx 28 hrs/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Belisle'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®
None

Experience

Current

April 27, 2022 - Present

PARAMOUNT FINANCIAL

Office #1: 100 Conifer Hill Drive Bldg. 409-412, Suite 411, Danvers, MA 01923
RIA
CRD#: 317735
Danvers, MA
Past

December 3, 2019 - October 21, 2022

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Newington, NH
Past

July 26, 2019 - December 3, 2019

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
Danvers, MA

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
Massachusetts
(8/4/2022)
IAR
New Hampshire
(4/27/2022)
IAR
New Jersey
(3/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/4/2018
Uniform Investment Adviser Law Examination

Current Firm

PF
PARAMOUNT FINANCIAL
PARAMOUNT FINANCIAL | PARAMOUNT PLANNING, LLC

CRD#: 317735 / SEC#:

Massachusetts
Registered Investment Advisory firm - (8/4/2022 Approved)
New Hampshire
Registered Investment Advisory firm - (4/27/2022 Approved)
New Jersey
Registered Investment Advisory firm - (3/13/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 Conifer Hill Drive Bldg. 409-412, Suite 411, Danvers, MA 01923
Mailing Address
Phone number
(978) 406-9137
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts173
AUM (Assets Under Management)$ 21,664,140

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.

Company Information

PARAMOUNT FINANCIAL

CRD#: 317735Danvers, MA 01923

TRUST BUT VERIFY

Monitor David Belisle

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics