Bruce Zaro
Bruce Zaro is a registered investment advisor at Granite Wealth Management LLC, based in Plymouth, MA, with 40 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 156 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Wealth charges a fee based on the value of your portfolio, ranging from 0.25% to 2.00% per year. The specific fee depends on factors like the size of your account and the complexity of your assets. This fee is deducted from your account monthly, in advance.
Location
32 Court Street, 2nd Floor, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (4)
Regulatory
February 2024Regulatory
January 2019Employment Separation After Allegations
January 2018Customer Dispute
October 1999Other Business ActivitiesSells Insurance
Bruce is a licensed independent insurance agent and may conduct insurance product transactions for Granite Wealth clients, receiving commissions in addition to his compensation as an employee. This creates a conflict of interest, as Bruce has an incentive to recommend insurance products based on compensation rather than client needs.
Employment History
Current Registrations
Granite Wealth Management LLC
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Pento Portfolio Strategies, LLC
Bolton Global Asset Management
Delta Global Advisors
Delta Global Asset Management
Bolton Global CapitalBroker
Gage-Wiley & CO., INC.Broker
Liberty Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.