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PARSONS CAPITAL MANAGEMENT, LLC

NEW HOPE, PA · CRD 114494 · IAPD ↗ · parsonscapitalmanagement.com · 908-730-0011

$803.8MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2025 — PARSONS CAPITAL MANAGEMENT, LLC (NEW HOPE, PA) left the SEC roster (was $803.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — PARSONS CAPITAL MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — PARSONS CAPITAL MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — PARSONS CAPITAL MANAGEMENT, LLC notice-filed in AZ, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — PARSONS CAPITAL MANAGEMENT, LLC notice-filed in MD, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — PARSONS CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.