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BP

Blake E. Parisi

PARISI CAPITAL
Stirling, NJ
Some features on this profile are disabled
CRD#: 7031468
BP

Professional summary

Blake Edward Parisi is a registered financial advisor currently at PARISI CAPITAL located in Stirling, New Jersey.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Blake has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Blake Edward 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®
None

Experience

Current

April 22, 2020 - Present

PARISI CAPITAL

RIA
CRD#: 308436
Stirling, NJ
Past

January 11, 2019 - February 25, 2020

MORGAN STANLEY

RIA
CRD#: 149777
FLORHAM PARK, NJ
Past

December 11, 2018 - February 25, 2020

MORGAN STANLEY

BD
CRD#: 149777
FLORHAM PARK, NJ

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
(4/22/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/10/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/12/2018
Securities Industry Essentials Examination

Current Firm

PC
PARISI CAPITAL
PARISI CAPITAL | PARISI CAPITAL LLC

CRD#: 308436 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/22/2020 Approved)
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Contact information

Main Address
Stirling, NJ
Mailing Address
Phone number
(973) 525-6659
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts78
AUM (Assets Under Management)$ 8,470,909

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

PARISI CAPITAL

CRD#: 308436Stirling, NJ

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