NC
Nathaniel Cary
from Granite Bay Wealth Management, LLC
Nathaniel Cary is a financial advisor based in New Hampshire, Portsmouth,
with 29 years of experience. Nathaniel currently works for
Granite Bay Wealth Management, LLC.
Nathaniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nathaniel Cary works at Granite Bay Wealth Management, LLC
Granite Bay Wealth Management, LLC is a financial advisory firm based in Portsmouth, New Hampshire. It currently has approximately $240,239,543 of assets under management and employs about 8 people. Granite Bay Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
22 Deer Street, Suite 200, Portsmouth, New Hampshire, 3801
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