Michael Parise

Osaic Wealth, INC.

15 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

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

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.

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

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.