Joshua
Bartlett
Granite Bay Wealth Management, LLC
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About this Advisor
Joshua Bartlett is a financial advisor based out of Portsmouth, New Hampshire who has 3 years of relevant experience. Bartlett is an employee of Granite Bay Wealth Management, LLC. Bartlett has gained experience 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. Bartlett holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire. Granite Bay Wealth Management, LLC is a registered investment company that has its headquarters in Portsmouth, NH. It administers $253 million in total assets across its 1,201 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,201 client accounts, 22% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees usually are based on which services are provided. However, fees billed by Granite Bay Wealth Management, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Granite Bay Wealth Management, LLC Brokerage Details
$252,513,654
8
1,201
$210,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Joshua Bartlett Work History
Joshua has been registered as a financial advisor for 3 years.*
Granite Bay Wealth Management
Accolade Financial, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Lpl Financial LLC
Flagship Harbor Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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