David M. Dennis

GRANITE ADVISORS LLC

Quincy, MA 02169

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CRD#: 5731509

Professional summary

David M Dennis, who also goes by David Dennis, is a registered financial advisor currently at GRANITE ADVISORS LLC located in Quincy, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Dennis

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)GRANITE PAYROLL ASSOCIATES, INC.; QUINCY, MA; NOT INVESTMENT RELATED; PRESIDENT; 86% OWNER; 1999; 5 HOURS/MONTH; NO HOURS DURING TRADING; PAYROLL SERVICES 2) Dennis & Assoc.; Quincy, MA; Not Investment Related; CPA Partner, 1994; 120 hours per month, all during trading hours; CPA services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Dennis'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

November 20, 2023 - Present

GRANITE ADVISORS LLC

Office #1: 176 Granite Street, Quincy, MA 02169

RIA

CRD#: 312998

Quincy, MA

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
(11/20/2023)

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

Current Firm

GRANITE ADVISORS LLC

CRD#: 312998 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/29/2021 Approved)

South Carolina

Registered Investment Advisory firm - (8/16/2022 Approved)

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Contact information

Main Address

176 Granite Street, Quincy, MA 02169

Mailing Address

Phone number

(617) 479-6300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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David M. Dennis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Dennis's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANITE ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

GRANITE ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

GRANITE ADVISORS LLC

TRUST BUT VERIFY

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