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Paul + Stanley - Financial Advisor in Walnut Creek, CA

Paladin Research Report For:

Paul Stanley

Granite Bay Wealth Management LLC

CFP® CPM
22 Deer Street, Suite 200 Portsmouth, NH 03801
Serving San Francisco Bay Area
Walnut Creek, CA 94596
415-598-0876
Visit Website
https://www.granitebaywm.com

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
  • 5-9
CRD#
  • 2753911
Firm CRD#
  • 174765
States Licensed in
  • ME,NH,MA,CT,NY,TX,CA,FL,SC
Years of Experience in Financial Services
  • 27
Number of Years with Current Firm
  • 18
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
  • 475
Advisor's Number of Managed Clients
  • 375
Advisor's Number of Planning Clients
  • 325
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
  • Hourly, Based on Assets, Flat Fee
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

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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