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Thomas Justin Galante

Advisor at Commonwealth Financial Network — Concord, NH

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Concord, NH 03301

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,744

Across 1,217 offices

Clients per advisor

130 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Thomas Galante is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Cetera and the Bank of New Hampshire. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, compliance, and technology services.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Concord, NH

244 North Main Street, Ste 200

Concord NH 03301

Advisors at this office

2

Most active in

New Hampshire

Work history

28 years of industry experience

Granite Capital Advisors

2025 - Present • 1 year

Concord, NH

Commonwealth Financial Network

2025 - Present • 1 year

Waltham, MA

Cetera

2014 - 2025 • 11 years

Gilford, NH

Cetera Investment Services Llc

2013 - 2025 • 12 years

St.Cloud, MN

Bank of New Hampshire

2013 - 2025 • 12 years

Gilford, NH

Morgan Stanley

2009 - 2013 • 4 years

Morgan Stanley & Co. LLC

2007 - 2009 • 2 years

Middleton, MA

Morgan Stanley Dw Inc.

2006 - 2007 • 1 year

Danvers, MA

Banc Of America Investment Services, Inc.

2004 - 2006 • 2 years

Portsmouth, NH

Quick & Reilly, Inc.

2004 - 2004 • 1 year

Portsmouth, NH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eric S

Series 65, Series 63

Concord, NH

On Track Financial LLC

Eric Sanborn is the owner and sole advisor of On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 65 and Series 63 licenses and has 34 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Essential Planning, and LORD & SANBORN Inc. Outside of financial advising, he is a licensed agent involved in fixed insurance sales and a member of a real estate holding company. On Track Financial serves individual and high-net-worth clients, providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages approximately $78 million across around 145 client relationships and employs diversified portfolio strategies using mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and tax considerations.

General estate planning guidance Wealth management
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John C

CFP®, Series 63, Series 65

Concord, NH

Colligan Advisory, LLC

John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.

Wealth management College savings (529s, UTMA, etc.)
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Elizabeth E

Series 63, Series 65

Weare, NH

Cayena Capital Management, LLC

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.) Debt management
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Natalya P

CFP®, Series 66

Concord, NH

Dragonfly Wealth Advisory

Natalya Pearl is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the sole advisor at Dragonfly Wealth Advisory, an independent firm she joined in 2026 after working six years at Bangor Savings Bank and ten years at Infinex Investments. Dragonfly Wealth Advisory serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm uses cyclical and fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term trading, focusing on mutual funds, equities, fixed income, ETFs, and select international securities.

General retirement planning Income planning College savings (529s, UTMA, etc.) General tax planning Wealth management
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Alexander M

Series 65

Barnstead, NH

BQ Asset Management

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

Active portfolio management
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Souheil A

Series 65

Concord, NH

Triumph Wealth Management LLC

Souheil Asmar is a financial advisor at Triumph Wealth Management LLC in Concord, NH, holding a Series 65 designation with 15 years of industry experience. He has been president of Triumph Business Advisors LLC since 2010, where he provides business consulting services including marketing, strategic and financial planning, tax planning and preparation, and executive coaching. Triumph Wealth Management serves individual clients and small businesses with tailored financial, tax, and retirement planning, focusing on detailed financial reviews and written plans without engaging in securities trading or discretionary account management. The firm operates on a fee-only basis and integrates formal tax credentials into its advisory services.

General tax planning General retirement planning
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