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Richard Bruce Morgan

GRANITE INVESTMENT ADVISORS, INC.·CONCORD, New Hampshire
Clean recordGRANITE INVESTMENT ADVISORS, INC.
6 EAGLE SQ, CONCORD, NH 03301CRD# 340041Firm CRD# 149770

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Bruce Morgan · CONCORD, NH
Registration
CRD #340041 · GRANITE INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Bruce Morgan is a registered financial advisor based in CONCORD, New Hampshire, affiliated with GRANITE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRANITE INVESTMENT ADVISORS, LLC
GRANITE INVESTMENT ADVISORS, LLC
AUM
$696M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at GRANITE INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 340041
Firm CRD# 149770
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Bruce Morgan offer?
Richard Bruce Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are Richard Bruce Morgan's credentials?
Richard Bruce Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Bruce Morgan located?
Richard Bruce Morgan is based in CONCORD, New Hampshire, working with GRANITE INVESTMENT ADVISORS, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Richard Bruce Morgan charge for services?
Richard Bruce Morgan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANITE INVESTMENT ADVISORS, INC.?
GRANITE INVESTMENT ADVISORS, INC. has approximately 14 employees and manages $696M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRANITE INVESTMENT ADVISORS, INC.

Debra Ann Wentworth
CONCORD, NH
Scott Benjamin Schermerhorn
CONCORD, NH
Timothy Sean Lesko
CONCORD, NH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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