Francis Edward Granizo
Investment adviser representative at Talisman Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered in
$251.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Talisman Wealth Advisors, LLCMay 2021 to now
- Private Portfolio PartnersFeb 2021 to May 2021
- UnemployedJan 2021 to Feb 2021
- Bank of America, N.A.Dec 2009 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jan 2000 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Talisman Wealth Advisors, LLC
$251.3MAssets managed
141Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2396923
- Firm CRD
- 313283