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Evan Jay Granoff

Barrett & Co.

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About Evan Jay Granoff

Evan Granoff is a financial advisor with Barrett & Co. based in Providence, RI. Evan has been in the financial industry since 1982. Evan is licensed to provide financial services in Massachusetts, New Hampshire, Rhode Island and South Carolina. Evan specializes in Portfolio Management for Individuals, Financial Planning and Pension Consulting.

Firm Information

Evan Granoff is currently registered with Barrett & Co.. Barrett & Co. is a Corporation registered with the SEC since 1992. Headquartered in PROVIDENCE, RI, they provide financial planning, pension consulting and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, pension and profit sharing plans. They have a total of 14 regulatory events and 3 arbitration disclosures.
Barrett & Co.

42 WEYBOSSET STREET

PROVIDENCE, RI 02903-2855

$370.06M

Assets Under Management

Not reported

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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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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percentage of assets

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

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Evan Granoff’s Registration & Firm History

RI

10/25/2005 - Present

Barrett & Co. (PROVIDENCE RI)

NY

12/15/1987 - 10/24/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NA

03/02/1982 - 12/21/1987

L. F. ROTHSCHILD & CO. INCORPORATED

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Licenses & Designations

BC

Issued 03/17/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Jay Granoff.
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