Nathaniel Cary, financial advisor Portsmouth NH

Nathaniel Cary

CRD Number: 2733596
Current Firm: Granite Bay Wealth Management, LLC

Nathaniel Cary (CRD# 2733596) 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.

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Company Name Location Dates Years
Granite Bay Wealth Management, LLC Portsmouth, NH Jun 2015 - Current 8
Wells Fargo Advisors Financial Network LLC Dover, NH May 2009 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Nathaniel B. Cary
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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