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Casey Thomas Rosellini

Granite Harbor Advisors, Inc.

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About Casey Thomas Rosellini

Casey Rosellini is an Investment Advisor Representative at Granite Harbor Advisors, Inc. Casey has been in the industry for over 10 years and is licensed in Texas. Casey has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Casey provides financial planning, portfolio management, and other advisory services to clients.

Firm Information

Casey Rosellini is currently registered with Granite Harbor Advisors, Inc.. Granite Harbor Advisors, Inc. is a Houston, TX-based firm providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. With over $400 million in regulatory assets under management, they serve a diverse clientele including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension plans.
Granite Harbor Advisors, Inc.

10603 WEST SAM HOUSTON PARKWAY NORTH

HOUSTON, TX 77064

$401.22M

Assets Under Management

14

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Casey Rosellini’s Registration & Firm History

TX

04/04/2024 - Present

Granite Harbor Advisors, Inc. (HOUSTON TX)

TX

12/08/2023 - 03/18/2024

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 02/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Thomas Rosellini.
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