Francis
Granizo
Talisman Wealth Advisors, LLC
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About this Advisor
Francis Granizo is a financial advisor who works out of Mountainside, New Jersey with a total of 2 years of industry experience. Granizo is on the advisory team at Talisman Wealth Advisors, LLC. During their career, Granizo has held roles at Merrill Lynch, Pierce, Fenner & Smith, Inc, Private Portfolio Partners, Talisman Wealth Advisors, LLC and Bank Of America, N.A. Granizo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Talisman Wealth Advisors, LLC is a company that has its headquarters in Mountainside, NJ. It has $140 million in assets between its 409 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 409 client accounts, 40% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on which service is offered. However, fee types billed by Talisman Wealth Advisors, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Talisman Wealth Advisors, LLC Brokerage Details
$139,676,200
3
409
$341,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Francis Granizo Work History
Francis has been registered as a financial advisor for 2 years.*
Talisman Wealth Advisors, LLC
Private Portfolio Partners
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith, Inc
*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 Francis Granizo 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 Talisman Wealth Advisors, LLC
Mountainside, NJ
Mountainside, NJ
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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