Trustee · Parady Wealth Management
Gregory J. Parady
CRD 6277992 · Named on Form ADV at one SEC-registered adviser
At a glance
Parady Wealth Management, an SEC-registered wealth manager based in The Villages, FL with $146 million in regulatory assets, lists Gregory J. Parady on its Form ADV as Trustee, a control person.
Firms and roles
- Parady Wealth ManagementTrusteeWealth manager · The Villages, FL · $146M in regulatory assets
AtlasMembers
Gregory’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jennifer B. LamereDirector, Parady Wealth Management
- Jennifer L. StaceyChief Compliance Officer, Parady Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.