Joshua Bartlett, financial advisor Portsmouth NH

Joshua Bartlett

CRD Number: 6628703
Current Firm: Granite Bay Wealth Management, LLC

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.

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Company Name Location Dates Years
Granite Bay Wealth Management Pourtsmouth, NH Jan 2020 - Current 4
Accolade Financial, LLC York, ME Oct 2014 - Current 9
Cambridge Investment Research, Inc. Fairfield, IA Oct 2017 - Jun 2019 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2017 - Jun 2019 1
Flagship Harbor Advisors, LLC Hampton, NH Aug 2016 - Sep 2017 1
Lpl Financial LLC Hampton, NH May 2016 - Sep 2017 1
Self-employed York, ME Sep 2009 - Oct 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua I. Bartlett
Phone Number: 603-610-8881
Firm Website: http://granitebaywm.com/
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    357
    MILLIONS
  • Total Number of Accounts
    1,381
    ACCOUNTS
  • Average Account Value
    $258,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, MA, ME, NH, NY, TX

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