Bruce A. Zaro

GRANITE WEALTH MANAGEMENT

PLYMOUTH, MA 02360

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CRD#: 1271065

Professional summary

Bruce Anthony Zaro is a registered financial advisor currently at GRANITE WEALTH MANAGEMENT LLC located in Plymouth, Massachusetts.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bruce has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Anthony Zaro's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2021 - Present

GRANITE WEALTH MANAGEMENT LLC

Office #1: 32 Court Street 2nd Floor, Plymouth, MA 02360

RIA

CRD#: 309868

PLYMOUTH, MA

Past

May 16, 2019 - March 9, 2021

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144426

PROVIDENCE, RI

Past

January 31, 2018 - March 9, 2021

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

PROVIDENCE, RI

Past

November 4, 2011 - May 28, 2013

PENTO PORTFOLIO STRATEGIES, LLC

RIA

CRD#: 159217

HOLMDEL, NJ

Past

January 6, 2010 - March 1, 2018

BOLTON SECURITIES CORPORATION

RIA

CRD#: 129376

BOLTON, MA

Past

March 12, 2007 - December 31, 2009

DELTA GLOBAL ADVISORS

RIA

CRD#: 141109

PLYMOUTH, MA

Past

March 15, 2006 - March 6, 2007

BOLTON SECURITIES CORPORATION

RIA

CRD#: 129376

BOLTON, MA

Past

May 16, 2002 - March 1, 2018

BOLTON GLOBAL CAPITAL

CRD#: 15650

PLYMOUTH, MA

Past

October 4, 1990 - May 15, 2002

GAGE-WILEY & CO., INC.

CRD#: 344

NORTHAMPTON, MA

Past

August 17, 1987 - October 16, 1990

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

February 12, 1987 - August 11, 1987

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

Past

June 21, 1984 - December 27, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/23/2024)

IAR

Rhode Island
(3/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/10/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/24/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/1984

General Securities Representative Examination

Current Firm

GRANITE WEALTH MANAGEMENT LLC

CRD#: 309868 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/8/2021 Approved)

Rhode Island

Registered Investment Advisory firm - (2/23/2021 Approved)

Texas

Registered Investment Advisory firm - (3/8/2022 Conditional Restricted)

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Contact information

Main Address

32 Court Street 2nd Floor, Plymouth, MA 02360

Mailing Address

Phone number

(508) 746-4228

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 70,687,812

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bruce A. Zaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Anthony Zaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANITE WEALTH MANAGEMENT LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS ADVISORY, LLC

PENTO PORTFOLIO STRATEGIES, LLC

BOLTON SECURITIES CORPORATION

DELTA GLOBAL ADVISORS

BOLTON SECURITIES CORPORATION

BOLTON GLOBAL CAPITAL

GAGE-WILEY & CO., INC.

IFMG SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2006

Series 65

Date: 2/24/1995

Series 63

Date: 6/25/1984

SIE

Date: 10/1/2018

Series 7

Date: 6/16/1984

Current Firm

GRANITE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRANITE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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