Grant W Parisi

Employer firm

Liberty Forge LLC CRD 343208

$251M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2026
  Northwestern Mutual Investment Services Llc
  Wellesley, MA
• 07/2016 → 01/2019
  Scott Desantis
  Wellesley, MA
• 12/2016 → 06/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2019 → 06/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2026 → Present
  Liberty Forge, Llc D/B/A Civic Financial
  Boston, MA
• 07/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-01-17 → 2019-11-18
  Northwestern Mutual Investment Services, Llc
  Boston, MA
  Wellesley, MA
• 2016-12-20 → 2018-12-31
  Northwestern Mutual Investment Services, Llc
  Wellesley, MA

Other Businesses

1. Liberty Forge, LLC d/b/a Civic Financial. Investment-Related. At Registered Location. RIA. President/Partner. 07/2026. 60 hrs/month. 40 hrs during trading hrs. President, Financial Advisor. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 07/2026. 20 hrs/month. 20 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Sunny Street LLC. Not Investment-Related. At Registered Location. Operating LLC/Support Company. Owner. 01/2022. 1 hr/month. 1 hr during trading hrs. I am now winding down that activity but the entities have not dissolved yet. So still some revenue and expenses will flow through them. 4. GWPZZ, LLC. Not Investment-Related. At Registered Location. Operating LLC/Support Company. Owner. 01/2022. 1 hr/month. 1 hr during trading hrs. I am now winding down that activity but the entities have not dissolved yet. So still some revenue and expenses will flow through them. 5. Henry H Stick LLC. Investment-Related. 12 Wheeler Rd., Lincoln, MA 01773. Operating LLC/Support Company. 01/2001. I have no duties. I am a member of the LLC with a very small percentage ownership. The LLC mostly engages in passive investments. I am not a managing member. The RIA that I run will manage the investments of the Henry H Stick LLC. 6. Liberty Sun LLC. Investment-Related. At Registered Location. Fixed Insurance. Owner. 07/2026. 10 hrs/month. 5 hrs during trading hrs. This entity will do fixed insurance, annuity, and disability income business.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-05

Other Names

• Grant Wise Parisi
• Grant W Parisi