Bryan T. Monteverde

GRANITE BAY WEALTH MANAGEMENT

Portsmouth, NH 03801

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CRD#: 6717694

Professional summary

Bryan Timmins Monteverde, who also goes by Bryan Monteverde, is a registered financial advisor currently at GRANITE BAY WEALTH MANAGEMENT, LLC located in Portsmouth, New Hampshire.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Bryan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Monteverde

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 Bryan Timmins Monteverde'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®

None

Experience

Current

October 11, 2022 - Present

GRANITE BAY WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 174765

Portsmouth, NH

Past

November 14, 2016 - January 31, 2019

BNY MELLON SECURITIES CORPORATION

CRD#: 231

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
(10/11/2022)

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 65

Date: 9/30/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/2017

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: 11/14/2016

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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Bryan T. Monteverde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Timmins Monteverde's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANITE BAY WEALTH MANAGEMENT, LLC

BNY MELLON SECURITIES CORPORATION

Primary Firm SEC Registration

GRANITE BAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2022

Series 63

Date: 2/3/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/14/2016

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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