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Gregory Dale Shaw

Granite Harbor Advisors, Inc.

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About Gregory Dale Shaw

Gregory Shaw is a financial advisor with Granite Harbor Advisors, Inc. located in Houston, Texas. Gregory has been in the financial industry since September 2008. Gregory is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Granite Harbor Advisors, Inc. Gregory was employed by AXA Advisors, LLC. Gregory holds Series 66, 7, and SIE securities licenses and is registered in Texas.

Firm Information

Gregory Shaw 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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Gregory Shaw’s Registration & Firm History

TX

11/17/2016 - Present

Granite Harbor Advisors, Inc. (HOUSTON TX)

TX

09/24/2008 - 07/12/2016

AXA ADVISORS, LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 12/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Dale Shaw.
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