Brian Waylon Sak
Investment adviser representative at Granite Harbor Advisors, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$642.1MFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Granite Harbor GroupJun 2016 to now
- Granite Harbor Advisors, Inc.May 2015 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Granite Harbor Advisors, Inc.
$642.1MAssets managed
431Clients
10Advisers
9 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
- 4751110
- Firm CRD
- 179523