MP
MP

Michael Paranich

4 Years of Experience
1 DisclosureBroker
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

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2022
Other Business Activities

Michael owns Blue Light Ventures Limited, involved in product development and real estate, dedicating minimal time. He is also an advisor at Faithward Advisors LLC-RIA, spending nearly full-time hours there.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
September 2024 - October 2024 · 1 mo
Raymond James Financial Services, INC.Broker
May 2023 - June 2023 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - January 2023 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2020 - January 2023 · 2 yrs 3 mos
State Registrations2 states
NYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Paranich - Financial Advisor | TrueAdvisor