Joshua
Bartlett
Granite Bay Wealth Management, LLC
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About this Advisor
Joshua Bartlett is a financial advisor based in Portsmouth, New Hampshire, working with Granite Bay Wealth Management, LLC. Joshua has previously held positions at Accolade Financial, LLC, Lpl Financial LLC, Flagship Harbor Advisors, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Granite Bay Wealth Management. Joshua has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Joshua is part of Granite Bay Wealth Management, LLC, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 8 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
Joshua Bartlett Work History
Granite Bay Wealth Management
Accolade Financial, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Lpl Financial LLC
Flagship Harbor Advisors, LLC
Disclosures
Please visit the SEC profile of Joshua Bartlett 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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