Unclaimed Profile

Diane Agrodnia Dubois

GRANITE BAY WEALTH MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

SIE, Series 6, Series 63Clean record32 years registeredGRANITE BAY WEALTH MANAGEMENT, LLC

500 MARKET STREET, PORTSMOUTH, NH 03801CRD# 1565517Firm CRD# 174765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diane Agrodnia Dubois · PORTSMOUTH, NH

Registration

CRD #1565517 · GRANITE BAY WEALTH MANAGEMENT, LLC · 32 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH MANAGEMENT, LLC

Dec 2016 – present

GRANITE BAY WEALTH MANAGEMENT, LLC

Jun 2015 – Jan 2017

PORTSMOUTH, NH

MARTEL DOROW, INC.

Sep 1993 – Jun 2015

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · September 3, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANITE BAY WEALTH MANAGEMENT, LLC

CRD 174765 · SEC 801-92174

AUM

$357M

Regulatory assets under management

Employees

1,381 client accounts

Services offered by GRANITE BAY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GRANITE BAY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Diane Agrodnia Dubois offer?

Diane Agrodnia Dubois specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Diane Agrodnia Dubois's credentials?

Diane Agrodnia Dubois is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Agrodnia Dubois located?

Diane Agrodnia Dubois is based in PORTSMOUTH, New Hampshire, working with GRANITE BAY WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Diane Agrodnia Dubois charge for services?

Diane Agrodnia Dubois's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRANITE BAY WEALTH MANAGEMENT, LLC?

GRANITE BAY WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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