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RIA / WealthAdvisor42 years in industry

BRUCE ANTHONY ZARO

Advisor at GRANITE WEALTH MANAGEMENT LLC

PLYMOUTH, MA

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Search this name across graphsid dfx:ria:3648da64-e04f-f727-9754-a538bcdaa5f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GRANITE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 25, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63|S65
First exam: Jun 25, 1984
First registration: Mar 15, 2006
Dual registered: no
IAPD individual key: 1271065

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRANITE WEALTH MANAGEMENT LLC	State registered	Feb 23, 2024	n/a	yes	PLYMOUTH, MA	Current employment
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Bd affiliated wealth	May 16, 2019	Mar 9, 2021	no	ORLANDO, FL\|PROVIDENCE, RI	Previous registration
PENTO PORTFOLIO STRATEGIES, LLC	Independent wealth	Nov 4, 2011	May 28, 2013	no	NAPLES, FL	Previous registration
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Jan 6, 2010	Mar 1, 2018	no	BOLTON, MA	Previous registration
DELTA GLOBAL ADVISORS	n/a	Mar 12, 2007	Dec 31, 2009	no	PLYMOUTH, MA	Previous registration
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Mar 15, 2006	Mar 6, 2007	no	BOLTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	GRANITE WEALTH MANAGEMENT LLC	Mar 9, 2021	Feb 23, 2024	1,081	Firm change after gap	Ibd to state RIA
BOLTON GLOBAL ASSET MANAGEMENT	PENTO PORTFOLIO STRATEGIES, LLC	Mar 1, 2018	Nov 4, 2011	-2,309	Firm change after gap	Other
PENTO PORTFOLIO STRATEGIES, LLC	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	May 28, 2013	May 16, 2019	2,179	Firm change after gap	RIA to ibd
DELTA GLOBAL ADVISORS	BOLTON GLOBAL ASSET MANAGEMENT	Dec 31, 2009	Jan 6, 2010	6	Firm change	Other
BOLTON GLOBAL ASSET MANAGEMENT	DELTA GLOBAL ADVISORS	Mar 6, 2007	Mar 12, 2007	6	Firm change	Other

Relationships

Registered with (5)

→ GRANITE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Feb 23, 2024 to presentfactForm ADV
→ INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 16, 2019 to Mar 9, 2021factForm ADV
→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 6, 2010 to Mar 1, 2018factForm ADV
→ PENTO PORTFOLIO STRATEGIES, LLCRegistered adviserregistration: previous registration
Nov 4, 2011 to May 28, 2013factForm ADV
→ DELTA GLOBAL ADVISORSRegistered adviserregistration: previous registration
Mar 12, 2007 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.