Parsons Capital Management Inc

Overview

Parsons Capital Management Inc is an SEC registered investment adviser based in Providence, RI, registered since 1993. It reports $2.4B in assets under management across 1,942 accounts, with 22 employees. It has 14 investment adviser representatives.

Reported AUM

$2.4B

Discretionary

99%

Accounts

1,942

Average account

$1.2M

Employees

22

Advisory reps

14

Registered since

1993

Jurisdictions

25

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• John Henry Mullen President CRD 5205327
• Stacey Lea Sternberg Chief Compliance Officer CRD 3090697
• Charles Bateman Parsons Treasurer CRD 6292792

1 more executive officer, with direct contact details

Advisory reps 3 of 14

• Joan Marie Caine Investment Adviser Rep CRD 7271888
• Edwin G Fischer Jr. Investment Adviser Rep CRD 3172830
• Peter Meehan Hunt Investment Adviser Rep CRD 722271

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

40 Westminster St Ste 400
Providence, RI 02903

County

Providence

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 25 jurisdictions
• Website: parsonscapital.com

Every state, with registration dates

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