Menu
advisor

Paul Stanley

Granite Bay Wealth Management LLC

Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Paul Stanley

Granite Bay Wealth Management LLC

Paul Stanley, a financial fiduciary has been a Paladin Registry member since 2017. Paul is the owner of Granite Bay Wealth Management LLC. Paul holds the Certified Financial Planner certifications and has over 21 years of experience. Paul provides financial services to clients in the Portsmouth, New Hampshire area.

I. Snapshot

A. Registry Member
  • Since 2017
B. Years of Experience
  • 21
C. College Degrees
  • Bentley University - Economics& Finanance
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    In today’s world, investments have become a commodity that can be obtained through any number of resources. We view investments as a tool to help our clients achieve all their hopes and dreams. Our process begins with understanding what’s important to the client. We are a resource in every area of our client’s financial life. If it has to do with money, we want the first call to be to us so we can help guide you through an ever expanding, complex world of choices.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
B. Main Location
  • 767 Islington Street
    Unit 1D
    Portsmouth, New Hampshire, 03801
C. Additional Locations
  • Boston, Massachusetts
D. Telephone
  • 603.610.8881

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Granite Bay Wealth Management LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Granite Bay Wealth Management LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Charles Schwab
  • First Clearing

V. Credentials

A. Years of Financial Experience
  • 21 Years
B. College, Degrees, Years
  • Bentley University - Economics& Finanance
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 2753911
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: See List
    • California
    • Florida
    • Maine
    • Massachusetts
    • New Hampshire
    • North Carolina
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    In today’s world, investments have become a commodity that can be obtained through any number of resources. We view investments as a tool to help our clients achieve all their hopes and dreams. Our process begins with understanding what’s important to the client. We are a resource in every area of our client’s financial life. If it has to do with money, we want the first call to be to us so we can help guide you through an ever expanding, complex world of choices.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 330
D. Assets (Management, Advisement)
  • $150,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Paul Stanley
Most Recent Update:
  • Feb 7, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other