Unclaimed Profile

Joseph Robert Skees

GRANITE BAY WEALTH MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66CFP ChFCClean record20 years registeredGRANITE BAY WEALTH MANAGEMENT, LLC

22 DEER STREET, PORTSMOUTH, NH 03801CRD# 2585891Firm CRD# 174765

Profile Verification

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

Identity

Joseph Robert Skees · PORTSMOUTH, NH

Registration

CRD #2585891 · GRANITE BAY WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ARCA WEALTH, LLC

Jun 2015 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2006 – Jun 2015

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · February 24, 2006

Years registered · 20

Professional designations · CFP, ChFC

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 Joseph Robert Skees offer?

Joseph Robert Skees specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Joseph Robert Skees's credentials?

Joseph Robert Skees holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Robert Skees located?

Joseph Robert Skees 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 Joseph Robert Skees charge for services?

Joseph Robert Skees'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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