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BZ

Bruce A. Zaro

GRANITE WEALTH MANAGEMENT LLC
PLYMOUTH, MA 02360
Some features on this profile are disabled
CRD#: 1271065
BZ

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.

top-8-questions

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.
Bruce Zaro, a financial advisor with Granite Wealth is separately licensed as an independent insurance agent. As such, Bruce Zaro may conduct insurance product transactions for Granite Wealth clients in his capacity as a licensed insurance agent and will receive customary commissions for these transactions in addition to any compensation received in his capacity as an employee of Granite Wealth. Bruce Zaro therefore has an incentive to recommend insurance products based on the compensation to be received, rather than on a client's needs. The receipt of additional fees or commissions for insurance is therefore a conflict of interest, and clients should be aware of this conflict when considering whether to engage Granite Wealth or utilize Bruce Zaro to implement any insurance recommendations. Granite Wealth attempts to mitigate this conflict of interest by disclosing the conflict to clients and informing the clients that they are always free to purchase insurance products through other agents that are not affiliated with Granite Wealth, or to determine not to purchase the insurance product at all. Granite Wealth also attempts to mitigate the conflict of interest by requiring employees to acknowledge in the firm's Code of Ethics, their individual fiduciary duty to the clients of Granite Wealth, which requires that employees put the interests of clients ahead of their own. Commissions from the sale of insurance products will not be used as a credit against or to offset advisory fees.

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

BD
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

BD
CRD#: 15650
PLYMOUTH, MA
Past

October 4, 1990 - May 15, 2002

GAGE-WILEY & CO., INC.

BD
CRD#: 344
NORTHAMPTON, MA
Past

August 17, 1987 - October 16, 1990

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

February 12, 1987 - August 11, 1987

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
Past

June 21, 1984 - December 27, 1985

MORGAN STANLEY DW INC.

BD
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)

Exams

State Security Law Exam
RR
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
RR
Series 63
Date: 6/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/1984
General Securities Representative Examination

Current Firm

GW
GRANITE WEALTH MANAGEMENT LLC
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts310
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.

Company Information

GRANITE WEALTH MANAGEMENT LLC

CRD#: 309868Plymouth, MA 02360

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