MP
MP

Michael Parise

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1223 N. Church Street, Moorestown, NJ, 08057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a life insurance agent with Copper Beech Financial Group, LLC since 2011, owning 100% of the company, and dedicates minimal time to it. He also provides legal services and is a licensed life and health insurance agent, as well as a registered representative of a broker/dealer.

Employment History
Current Registrations
Osaic Wealth, INC.
October 2024 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Copper Beech Financial Group, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Family Office Partners, INC.
June 2017 - December 2017 · 6 mos
American Portfolios Advisors, INC
January 2011 - October 2024 · 13 yrs 9 mos
American Portfolios Financial Services, INC.Broker
February 2010 - October 2024 · 14 yrs 8 mos
State Registrations25 states
AZCACOCTFLGAIDINMAMTNCNENJNMNVNYOKPAPRSCTXVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.