Pijus
Bulvinas

Granite Harbor Advisors, Inc

CRD#6700971
Investment Advisor
in Houston, TX

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About this Advisor

Pijus Bulvinas is a certified financial planner who works in Houston, Texas with a total of 2 years of industry experience. Bulvinas currently works for Granite Harbor Advisors, Inc. During their career, Bulvinas has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, John Newcombe Tennis Ranch, Brooks Brothers, Vineyard Vines, Edward Jones Investments, Tommy Bahama, University Of Houston, Jpmorgan Securities LLC, Jpmorgan Chase Bank, N.A and Granite Harbor Advisors. Bulvinas has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Granite Harbor Advisors, Inc is a registered investment firm based in Houston, TX. It manages $324 million in total assets among its 675 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 675 customer accounts, 35% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Granite Harbor Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is provided. However, fees charged by Granite Harbor Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7850 North Sam Houston Parkway West Suite 270
Houston, TX 77064

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Granite Harbor Advisors, Inc Brokerage Details

Total Assets Under Management

$323,630,376

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

12

TX Average: 49
Total Number of Accounts

675

TX Average: 2,315
Average Account Size

$479,452

TX Average: $1,314,358

Investment Advisory Services

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

Pijus Bulvinas Work History

Pijus has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Granite Harbor Advisors

2018 - 2018 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2021 (3 years)

Jpmorgan Securities LLC

2018 - 2019 (1 year)

Jpmorgan Chase Bank, N.A

2017 - 2018 (1 year)

Tommy Bahama

2016 - 2017 (1 year)

Edward Jones Investments

2015 - 2015 (< 1 year)

Brooks Brothers

2015 - 2016 (1 year)

Vineyard Vines

2014 - 2018 (4 years)

University Of Houston

2011 - 2016 (5 years)

John Newcombe Tennis Ranch

*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 Pijus Bulvinas 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

Nicholas Brown
Houston, TX
Caleb Christian
Houston, TX
Pijus Bulvinas
Houston, TX
Manning Austin
Houston, TX
Gregory Shaw
Houston, TX
Brian Sak
Houston, TX
Timothy Smith
Houston, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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