Michael Parise has been Chief Compliance Officer of Copper Beech Financial Group since January 2021, is a control person of the firm and directly owns under 5% of it. Michael Parise holds an Undergraduate degree in Ecology, Evolution, and Natural Resources from Rutgers University and a Juris Doctor from Rutgers Law School, Camden.
Copper Beech Financial Group, LLC is a Moorestown, NJ firm with $197M under management, 201 clients and 4 advisers in one office, as of its March 2026 filing.
Michael J. Parise is President of Copper Beech Financial Group. He has been guiding ultra-high net worth enterprising families and privately held business owners for over fifteen years. He specializes in the design, structure and implementation of advanced wealth transfer and governance plans for families of the firm's Family CFO platform.
Michael Parise’s longest registration was 13 years at American Portfolios Advisors, Inc (2011–2024). Before joining Copper Beech Financial Group in 2021, Michael Parise was registered through Family Office Partners, Inc. and American Portfolios Advisors, Inc.
- Osaic Wealth, Inc.– · 1 yearMoorestown, NJ · Adviser representative · Firm CRD 23131
- – present · 5 yearsMoorestown, NJ · Adviser representative · Firm CRD 313156
- Family Office Partners, Inc.– · under a yearMoorestown, NJ · Adviser representative · Firm CRD 285939
- American Portfolios Advisors, Inc– · 13 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
Investment adviser representative registrations
Michael Parise is registered as an investment adviser representative in New Jersey, since August 2021.
- New JerseySince 3 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 August 2010 |
| Series 66 | Uniform Combined State Law Examination | 21 April 2010 |
| Series 7 | General Securities Representative Examination | 2 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5749379
- Firm
- Copper Beech Financial Group · CRD 313156
- Role
- Chief Compliance Officer
- Office
- 1223 N. CHURCH STREET, Moorestown, NJ 08057
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- copperbeechfg.com
Where does Michael Parise work?
Michael Parise has been Chief Compliance Officer of Copper Beech Financial Group, LLC since January 2021, and is a control person of the firm.
Is Michael Parise a financial advisor?
Yes. Michael Parise has a current investment-adviser registration in New Jersey, through Copper Beech Financial Group since August 2021.
How many years of experience does Michael Parise have?
Michael Parise has 16 years in the financial industry, since February 2010, across 4 adviser firms.
What exams has Michael Parise passed?
Michael Parise has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in February 2010. FINRA credited Michael Parise with the SIE, which began in October 2018.
Where did Michael Parise work before Copper Beech Financial Group?
Before Copper Beech Financial Group, Michael Parise was registered through Family Office Partners, Inc., June 2017 to December 2017.
Where is Michael Parise based?
Michael Parise’s registered office is in Moorestown, NJ.
Is Michael Parise registered with FINRA?
Yes. Michael Parise has a current broker registration, under CRD 5749379.
Source: FINRA BrokerCheck
How can I verify Michael Parise’s record?
Search CRD 5749379 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Parise’s full registration record.
