Treasurer · Parsons Capital Management Inc
Charles B. Parsons
CRD 6292792 · Named on Form ADV at one SEC-registered adviser
At a glance
Parsons Capital Management Inc, an SEC-registered wealth manager based in Providence, RI with $2.4 billion in regulatory assets, lists Charles B. Parsons on its Form ADV as Treasurer, a control person.
Firms and roles
- Parsons Capital Management IncTreasurerWealth manager · Providence, RI · $2.4B in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stacey L. SternbergChief Compliance Officer, Parsons Capital Management Inc
- John H. MullenPresident, Parsons Capital Management Inc
- John B. TrevorSecretary, Parsons Capital Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.