JZ
John A. Zaro
GRANITE WEALTH MANAGEMENT LLC
Plymouth, MA 02360
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CRD#: 6911927
JZ
Professional summary
John Andrew Zaro is a registered financial advisor currently at GRANITE WEALTH MANAGEMENT LLC located in Plymouth, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 390 N ORANGE AVE STE 750 ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 3/2018 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 2) GRANITE WEALTH MANAGEMENT 32 COURT STREET, PLYMOUTH, MA 02360 - dba FOR INVESTMENT SERVICES - ASSOCIATE SINCE 2/2018 - APPROX 160 HRS/MO - FEES/COMMISSIONS 3) ANDREW ZARO 14 CHESTNUT STREET, DUXBURY, MA 02332 - GROUP FITNESS COACH/TRAINER SINCE 5/2018 - APPROX 20 HRS/MO - HOURLY FEE 4) RELENTLESS DIETETICS 48 WAPPING ROAD, KINGSTON, MA 02364 - NUTRITIONAL COUNSELING - SALES CONSULTANT SINCE 8/2019 - APPROX 40 HRS/MO - COMMISSIONS 5) THE GYMNASTICS COURSE 15500 CR 478, MAY, TX 76857 - FITNESS COACHING/INSTRUCTION - COACH SINCE 9/2019 - APPROX 16 HRS/MO - FLAT RATE PER SESSION 6) CROSSFIT MARSHFIELD 835 PLAIN STREET, MARSHFIELD, MA 02050 - FITNESS COACHING - COACH SINCE 8/2020 - APPROX 8 HRS/MO - HOURLY WAGES 7) GRANITE WEALTH MANAGEMENT, LLC 32 COURT STREET, PLYMOUTH, MA 02360 - STATE REGISTERED INVESTMENT ADVISOR - PRESIDENT, CCO, FINANCIAL ADVISOR SINCE 10/2020 - APPROX 160 HRS/MO - FEES
CRS (Client Relationship Summary) - RIA
Click below to view John Andrew Zaro'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®
NoneExperience
Current
January 8, 2021 - Present
GRANITE WEALTH MANAGEMENT LLC
Office #1: 32 Court Street 2nd Floor, Plymouth, MA 02360RIA
CRD#: 309868
Plymouth, MA
Past
August 23, 2018 - August 11, 2021
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
PLYMOUTH, MA
Past
July 11, 2018 - August 11, 2021
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
PLYMOUTH, 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(1/8/2021)
IAR
Rhode Island(2/25/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GRANITE WEALTH MANAGEMENT LLC
GRANITE WEALTH MANAGEMENT LLC
CRD#: 309868 / SEC#:
Massachusetts
Registered Investment Advisory firm - (1/8/2021 Approved)Rhode Island
Registered Investment Advisory firm - (2/23/2021 Approved)Texas
Registered Investment Advisory firm - (3/8/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
32 Court Street 2nd Floor, Plymouth, MA 02360
Mailing Address
Phone number
(508) 746-4228
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 310 |
| AUM (Assets Under Management) | $ 70,687,812 |
Red Flags
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Company Information
GRANITE WEALTH MANAGEMENT LLC
CRD#: 309868Plymouth, MA 02360TRUST BUT VERIFY
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