Blake B. Millard

GRANITE BAY WEALTH MANAGEMENT

BETHESDA, MD 20817

CRD#: 5424365

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Professional summary

Blake Barrett Millard, CFA is a registered financial advisor currently at GRANITE BAY WEALTH MANAGEMENT, LLC located in Bethesda, Maryland.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Blake has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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 Blake Barrett Millard'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®

CFA

Chartered Financial Analyst

Experience

Current

June 23, 2026 - Present

GRANITE BAY WEALTH MANAGEMENT, LLC

Office #1: 6903 Rockledge Drive Suite 1400, Bethesda, MD 20817

RIA

CRD#: 174765

BETHESDA, MD

Past

November 5, 2024 - June 15, 2026

SANDBOX FINANCIAL PARTNERS, LLC

RIA

CRD#: 297858

ANNAPOLIS, MD

Past

March 5, 2014 - June 30, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WASHINGTON, DC

Past

December 17, 2013 - June 30, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WASHINGTON, DC

Past

April 14, 2008 - July 9, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHICAGO, IL

Past

April 7, 2008 - July 9, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHICAGO, IL

Past

January 1, 2008 - March 24, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHICAGO, IL

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

Maryland
(6/23/2026)

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: 2/12/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2013

General Securities Representative 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.

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Advisor Monitoring

Firm Stability Insights

Blake B. Millard

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Barrett Millard's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDBOX FINANCIAL PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GRANITE BAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2013

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

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