Paul Stanley

Home > Financial Advisor Directory > california > walnut creek

About Paul Stanley

For 27 years Paul has served clients across the country providing personalized investment management and financial planning services. He has a degree in Economics and Finance from Bentley University. Paul is a CERTIFIED FINANCIAL PLANNER (CFP) and Certified Portfolio Manager (CPM). He prides himself on putting clients needs first and a focus on helping make complicated strategies understandable.

See Disclosures

General Information

Firm Start Year

2006

No. of Employees

CRD#

2753911

Firm CRD#

174765

States Licensed in

ME,NH,MA,CT,NY,TX,CA,FL,SC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

18 Years as the founder and Managing Partner of Granite Bay Wealth Management LLC. Prior to that Paul was a Financial Advisor with both UBS and Merrill Lynch

Work with the following types of clients

Individual Investors, Businesses

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPM

Securities Licenses

Series 66

Insurance and Annuity Licenses

Life, Health, Accident

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$325,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Hourly

Fee % Based on Assets

0.50-1.50%

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

$1500

Minimum Fee Charged for Hourly Planning Accounts

$1500

Education

Bachelors - Economics & Finance

Bentley University
9/1/1992 -5/19/1996

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891720/paladinregistry-Granite-Bay-Wealth-Management-LLC-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Granite Bay Wealth Management LLC