PARSONEX SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
ENGLEWOOD, Colorado
CRD number
144412
Registered since
November 27, 2007

Firm profile

FINTRX

Overview

Parsonex Securities, Inc. is organized as a corporation and appears in FINTRX records as SEC-registered since 2007. The firm is listed as owned by a domestic entity and/or individual and is categorized as "Unclassified" in the snapshot. The dataset indicates Parsonex is not acting as a capital allocator and is not identified as an active ESG investor. It is also not marked as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide detail on the firm's business activities, advisory offerings, client types, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Brian Neustrom

    Chief Compliance OfficerCRD 5530526

  • Jonathan Miller

    Founder, President, CEOCRD 4153196

Contacts

3 of 27
  • STEVEN BOYD

    Registered RepresentativeCRD 5583521

  • SHARON LEVISTER

    Registered RepresentativeCRD 6446846

  • THERESA DOWNEY

    Registered RepresentativeCRD 2594525

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ENGLEWOOD, CO

ARAPAHOE

Location

ENGLEWOOD, CO

Headquartered in ENGLEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
8310 S Valley Hwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth