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John Bond Trevor

Parsons Capital Management Inc

Providence, RI

CRD 5317376

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Employer firm

Parsons Capital Management Inc CRD 106295

$2.38B regulatory AUM 34 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Parsons Capital Management Inc

40 Westminster Street, Ste 400, Providence, RI 02903 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2011-01-26
  • RI RA
    APPROVED
    Since 2011-01-26

Branch Locations

40 Westminster Street, Ste 400, Providence, RI 02903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parsons Capital Management, Inc. Providence RI 01/2011 Present
Previous Registrations
Other Businesses

ST. JOHN'S CHURCH OF FISHER ISLAND - TREASURER IGWE TRUST INVESTMENT CLUB - TRUSTEE PROVIDENCE MUTUAL FIRE INSURANCE CO - BOARD MEMBER CENTRAL CONGREGATIONAL CHURCH - CHAIR OF ENDOWMENT FUNDS BOARD ST. ANDREW'S SCHOOL INVESTMENT COMMITTEE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-21
  • S65 Uniform Investment Adviser Law Examination
    2006-11-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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