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).

Current Firm Details
22 Deer Street, Suite 200, Portsmouth, NH 03801
http://granitebaywm.com/
By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Granite Bay Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Joshua Bartlett, financial advisor Portsmouth NH
Joshua I. Bartlett
CRD#: 6628703
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

2
Nathaniel Cary, financial advisor Portsmouth NH
Nathaniel B. Cary
CRD#: 2733596
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

3
Joseph Skees, financial advisor Portsmouth NH
Joseph R. Skees
CRD#: 2585891
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

4
Paul Stanley, financial advisor Portsmouth NH
Paul S. Stanley
CRD#: 2753911
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

5
Bryan Monteverde, financial advisor Portsmouth NH
Bryan T. Monteverde
CRD#: 6717694
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

6
Trevor Simon, financial advisor Portsmouth NH
Trevor S. Simon
CRD#: 7682289
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

7
Peter Waitkun, financial advisor Portsmouth NH
Peter C. Waitkun
CRD#: 5069513
22 Deer Street, Suite 200, Portsmouth, NH 03801

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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