Bryan
Monteverde
Granite Bay Wealth Management, LLC
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About this Advisor
Bryan Monteverde is a financial advisor based in Portsmouth, New Hampshire, working with Granite Bay Wealth Management, LLC. Bryan has previously held positions at Bank Of New York Mellon, Divorce Outcomes, LLC, and Granite Bay Wealth Management. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Bryan is part of Granite Bay Wealth Management, LLC, which operates out of Portsmouth, New Hampshire. The firm has one office and eight employees. The firm manages assets totaling $357.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Granite Bay Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Granite Bay Wealth Management, LLC Brokerage Details
$357,344,239
8
1,381
$258,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Bryan Monteverde Work History
Granite Bay Wealth Management
Divorce Outcomes, LLC
Bank Of New York Mellon
Bank Of New York Mellon
Disclosures
Please visit the SEC profile of Bryan Monteverde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Granite Bay Wealth Management, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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