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GRANITE BAY WEALTH MANAGEMENT, LLC
GRANITE BAY WEALTH MANAGEMENT, LLC
PORTSMOUTH, New Hampshire
·
3 registered advisors
·
CRD# 174765
SEC# 801-92174
1
603-610-8881
01
Firm Overview
AUM
$357M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GRANITE BAY WEALTH MANAGEMENT, LLC
3 registered advisors
Diane Agrodnia Dubois
PORTSMOUTH, New Hampshire
CRD# 1565517
Joseph Robert Skees
PORTSMOUTH, New Hampshire
CFP
ChFC
CRD# 2585891
Paul Stephen Stanley
PORTSMOUTH, New Hampshire
CFP
CRD# 2753911
05
Office Locations
PORTSMOUTH, New Hampshire
3 advisors
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Data sourced from SEC Form ADV filings. GRANITE BAY WEALTH MANAGEMENT, LLC (CRD# 174765) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.