JP
JP

John Parmigiani

28 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
297 clients
Average Client Portfolio
$198K average
Assets Under Management
$58.7M

Fee Structure

Financial Planning:Investment management only
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Location

Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is involved in numerous holding companies and LLCs, both investment-related and non-investment related, since 2011. He also serves on the National Adjudicatory Council and owns a consulting firm.

Employment History
Current Registrations
Onesource Fi LLCBroker
July 2021 - Present · 4 yrs 7 mos
Onesource Fi LLC
July 2021 - Present · 4 yrs 7 mos
Millennial Advisers, LLC.
January 2020 - Present · 6 yrs 1 mo
Allied Millennial Partners, LLC
October 2011 - Present · 14 yrs 4 mos
Allied Millennial Partners, LLCBroker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Millennial Advisers, LLC.
November 2015 - December 2019 · 4 yrs 1 mo
Blackbook Capital LLCBroker
October 2010 - July 2011 · 9 mos
Prestige Financial Center, INC.Broker
October 2008 - November 2010 · 2 yrs 1 mo
J.P. Turner & Company, L.L.C.Broker
September 2006 - September 2008 · 2 yrs
Joseph Gunnar & CO. LLCBroker
December 2005 - August 2006 · 8 mos
S.W. Bach & CompanyBroker
November 2003 - December 2005 · 2 yrs 1 mo
Harrison Securities, INC.Broker
September 2001 - December 2003 · 2 yrs 3 mos
Ladenburg Capital Management INC.Broker
August 1998 - October 2001 · 3 yrs 2 mos
First Asset Management, INC.Broker
November 1996 - August 1998 · 1 yr 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Parmigiani - Financial Advisor | TrueAdvisor