A complete list of active advisors currently associated with Granite Islands Private Wealth, LLC
Warmer can help you find a great advisor at Granite Islands Private Wealth, LLC or one who fits your needs even better.
Granite Islands Private Wealth, LLC is an SEC-registered advisory firm managing roughly $229.9 million with a four-advisor team that provides discretionary and non-discretionary investment management, financial planning, and consulting. It serves a range of clients including individual and high-net-worth investors, trusts and estates, institutional and retirement/ERISA plan clients, and offers ERISA plan advisory and consulting services. The firm emphasizes diversified, tailored portfolios that blend active and passive management and draws on multiple analysis methods — fundamental, technical, relative strength and trend-following — alongside tactical asset-allocation adjustments. Granite Islands may use derivatives and options, and for some separately managed accounts employs borrowing or margin strategies and cash positioning as part of its risk-management and opportunity-taking toolkit. Notable operational features that distinguish the firm from many peers are its affiliations and dual registrations: certain supervised persons are registered representatives of Sanctuary Securities and may execute brokerage under separate commission arrangements, several are licensed to sell insurance products on a commission basis, and the firm has a platform relationship with tru Independence that supplies reporting, compliance and technology services (and includes platform fees that vary with assets). These arrangements are disclosed as potential conflicts of interest and the firm describes procedures intended to address them, including fee-offset practices for certain ERISA-related accounts.
To learn more about the advisors currently working at Granite Islands Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Guilford, CT
| 42
| |
Guilford, CT
| 17
| |
Guilford, CT
| 29
| |
Guilford, CT
| 21
|
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