Joseph R. Skees

GRANITE BAY WEALTH MANAGEMENT

Portsmouth, NH 03801

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CRD#: 2585891

Professional summary

Joseph Robert Skees, CFP®, ChFC®, CLU®, who also goes by Joseph R Skees, is a registered financial advisor currently at GRANITE BAY WEALTH MANAGEMENT, LLC located in Portsmouth, New Hampshire.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joseph has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Estate Planning

Employee and Employer Plan Ben...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Joseph R Skees

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.

1. NOTARY PUBLIC; NOT INVESTMENT RELATED;500 MARKET ST, UNIT 1B, PORTSMOUTH, NH 03801, STATE OF NEW HAMPSHIRE; NOTARIZE DOCUMENTS; START DATE = 06/07/2006; LESS THAN ONE HOUR PER MONTH DEVOTED, LESS THAN ONE HOUR DEVOTED DURING TRADING HOURS, DUTIES: NOTARIZE DOCUMENTS. 2. PKSF - Investment related-80 State St, Albany, NY 12207-Fixed insurance-Agent-6/15/2015-160 hrs/mth-100% during trading hrs-Insurance product sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Skees's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 23, 2015 - Present

GRANITE BAY WEALTH MANAGEMENT, LLC

Office #1: 22 Deer Street Suite 200, Portsmouth, NH 03801

RIA

CRD#: 174765

Portsmouth, NH

Past

June 15, 2015 - July 25, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Portsmouth, NH

Past

February 24, 2006 - June 17, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

PORTSMOUTH, NH

Past

January 13, 2006 - June 17, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

PORTSMOUTH, NH

Past

September 7, 2001 - February 6, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 15, 1999 - October 26, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 29, 1995 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

March 29, 1995 - October 21, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRANITE BAY WEALTH MANAGEMENT, LLC

GALBRAITH WEALTH MANAGEMENT LLC | GUINNESS WEALTH MANAGEMENT LLC | GRANITE BAY WEALTH MANAGEMENT, LLC

CRD#: 174765 / SEC#: 801-92174

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

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

New Hampshire
(6/23/2015)

IAR

Texas
(6/24/2015)

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: 2/23/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/8/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/11/1995

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: 10/14/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/28/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/1999

General Securities Principal Examination

Current Firm

GRANITE BAY WEALTH MANAGEMENT, LLC

GALBRAITH WEALTH MANAGEMENT LLC | GUINNESS WEALTH MANAGEMENT LLC | GRANITE BAY WEALTH MANAGEMENT, LLC

CRD#: 174765 / SEC#: 801-92174

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

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Contact information

Main Address

22 Deer Street Suite 200, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 610-8881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - 11.06.2025 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	1,545
AUM (Assets Under Management)	$ 444,610,636

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Joseph R. Skees

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Skees's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

GRANITE BAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2006

Series 65

Date: 9/8/1998

Series 63

Date: 4/11/1995

SIE

Date: 10/1/2018

Series 7

Date: 10/14/1998

Series 6

Date: 3/28/1995

Series 24

Date: 5/6/1999

Current Firm

GRANITE BAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANITE BAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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