PaulStanley- Financial Advisor Walnut Creek, CA

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About Paul Stanley

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.

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

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Paladin Research Report For:

Paul Stanley

Granite Bay Wealth Management LLC