Nicholas
Gonzalez

Granite Harbor Advisors, Inc

CRD#6881618
Investment Advisor
in Houston, TX

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About this Advisor

Nicholas Gonzalez is a financial advisor based in Houston, Texas, working with Granite Harbor Advisors, Inc. Nicholas has previously held positions at Maxim Group LLC, Tiffany & Company, The Professional School Of Business, The Neiman Marcus Group, H.C. Wainwright & Co LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Na, Ubs Financial Services Inc, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, and Granite Harbor Advisors, Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nicholas is part of Granite Harbor Advisors, Inc, which operates out of Houston, Texas. The firm has 12 employees and manages assets totaling $401.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Granite Harbor Advisors, Inc includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

10603 West Sam Houston Parkway North Suite 450
Houston, TX 77064

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Granite Harbor Advisors, Inc Brokerage Details

Total Assets Under Management

$401,223,647

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

824

TX Average: 2,315
Average Account Size

$486,922

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nicholas Gonzalez Work History

2024 - Present (0 year)

Granite Harbor Advisors, Inc

2022 - Present (2 years)

Jpmorgan Chase Bank Na

2022 - Present (2 years)

Jpmorgan Securities LLC

2021 - 2022 (1 year)

Ubs Financial Services Inc

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America Na

2019 - 2019 (< 1 year)

H.C. Wainwright & Co LLC

2017 - 2019 (2 years)

Maxim Group LLC

2016 - 2017 (1 year)

Tiffany & Company

2016 - 2016 (< 1 year)

The Professional School Of Business

2013 - 2016 (3 years)

The Neiman Marcus Group

Disclosures

Please visit the SEC profile of Nicholas Gonzalez 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 Harbor Advisors, Inc

Austin Manning
Houston, TX
Timothy Smith
Houston, TX
Brian Sak
Houston, TX
Nicholas Brown
Houston, TX
Nicholas Gonzalez
Houston, TX
Bethanie Baker
Houston, TX
Caleb Christian
Houston, TX
Casey Rosellini
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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