Francis E. Granizo
Professional summary
Francis Edward Granizo, who also goes by Frank Granizo, Frank E Granizo, is a registered financial advisor currently at TALISMAN WEALTH ADVISORS, LLC located in Mountainside, New Jersey.
Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Francis has worked at 3 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Francis Edward Granizo's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2021 - Present
TALISMAN WEALTH ADVISORS, LLC
Office #1: 1162 Springfield Ave 2nd Floor, Mountainside, NJ 07092February 25, 2021 - May 12, 2021
PRIVATE PORTFOLIO PARTNERS, LLC
May 2, 2001 - February 25, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 27, 2000 - February 25, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 14, 1995 - October 15, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TALISMAN WEALTH ADVISORS, LLC
CRD#: 313283 / SEC#: 801-120785
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2021)
Exams
Current Firm
TALISMAN WEALTH ADVISORS, LLC
CRD#: 313283 / SEC#: 801-120785
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 513 |
| AUM (Assets Under Management) | $ 212,797,046 |
Red Flags
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