Grant W Parisi
Investment adviser representative at Liberty Forge LLC
10 yearsExperience
1 stateRegistered in
$250.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Liberty Forge LLCAug 2026 to now
- Liberty Forge, LLC d/b/a Civic FinancialJul 2026 to now
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Northwestern Mutual Life Insurance CompanyJan 2019 to Jun 2026
- Northwestern Mutual Wealth Management CompanyDec 2016 to Jun 2026
- Northwestern Mutual Investment Services LLCAug 2016 to Jun 2026
- Scott DesantisJul 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Liberty Forge LLC
$250.8MAssets managed
198Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6347884
- Firm CRD
- 343208