Granite Bay Wealth Management, LLC
Granite Bay Wealth Management, LLC (CRD# 174765) is a financial advisory firm headquartered in Portsmouth, NH. They manage $357,344,239 in 1,381 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management357MILLION
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Total Number of Accounts1,381ACCOUNTS
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Average Account Value$258,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, MA, ME, NH, NY, TX
Joshua Bartlett (CRD# 6628703) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
Nathaniel Cary (CRD# 2733596) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 28 years of experience in the finance industry.
Joseph Skees (CRD# 2585891) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 29 years of experience in the finance industry.
Paul Stanley (CRD# 2753911) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 27 years of experience in the finance industry.
Bryan Monteverde (CRD# 6717694) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
Trevor Simon (CRD# 7682289) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.
Peter Waitkun (CRD# 5069513) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 8 years of experience in the finance industry.