Granite Wealth Management LLC

Granite Wealth Management LLC (CRD# 309868) is a financial advisory firm headquartered in Plymouth, MA. They manage $57,677,348 in 300 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

32 Court Street, 2nd Floor, Plymouth, MA 02360

http://granite-wealth.com

By the Numbers

Total Assets Under Management

58

MILLION
Total Number of Accounts

300

ACCOUNTS
Average Account Value

$192,258

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MA, RI, TX

Financial Advisors at Granite Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Bruce A. Zaro

CRD#: 1271065

Dorrance Street, Suite 700, Providence, RI 02903

Bruce Zaro (CRD# 1271065) is an Investment Advisor Representative working at Granite Wealth Management LLC in Providence, RI and has over 39 years of experience in the finance industry.

John A. Zaro

CRD#: 6911927

32 Court Street, 2nd Floor, Plymouth, MA 02360

John Zaro (CRD# 6911927) is an Investment Advisor Representative working at Granite Wealth Management LLC in Plymouth, MA and has over 5 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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