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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2011
- Office Locations
- 1
Office Locations
About Parker Wealth Management, LLC
Parker Wealth Management is a Windsor, CT RIA providing personalized financial planning and investment strategy, helping clients organize finances, build budgeting habits, and prepare for retirement. Led by CFP®/CRPC® Jeffrey P. Smith, the firm emphasizes education in plain English and a step-by-step planning process. Portfolios commonly use ETFs and investment-grade corporate bonds, custodied at Schwab.
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Owner & Executives
JEFFREY PARKER SMITH
Chief Compliance Officer, Investment Advisor, Owner, PRINCIPAL
- CRD
- #5900988
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,500,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $16,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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