Francis Granizo
Advisor at Talisman Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Talisman Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mountainside, NJ 07092
Credentials
Series 66
Industry experience
27 years
Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.
Based on Talisman Wealth Advisors, LLC
Based on Talisman Wealth Advisors, LLC
$1,500 to $10,000 fixed fee
0.10% to 1.50% annually
$200 to $400 per hour
1162 Springfield Ave, 2 Nd Floor
Mountainside, NJ 07092
New Jersey
Talisman Wealth Advisors, LLC
2021 - Present (5 years)
Private Portfolio Partners
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Bank of America, N.A.
2009 - 2021 (12 years)
Merrill Lynch, Pierce, Fenner & Smith, Inc.
2000 - 2021 (21 years)
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