Great Bay Wealth Management

Great Bay Wealth Management (CRD# 170686) is a financial advisory firm headquartered in , . They manage $3,100,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $155,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Great Bay Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Stephen D. Johnson
CRD#: 1238003
Roswell, GA
93
Wealthminder
score

Stephen Johnson (CRD# 1238003) is an Investment Advisor Representative working at Great Bay Wealth Management in Roswell, GA and has over 32 years of experience in the finance industry.

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