Erica Bourquin
Investment adviser representative at Granite Harbor Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Granite Harbor Advisors, Inc.Apr 2026 to now
- Bank of America Private BankJul 2021 to Apr 2026
- StudentApr 2016 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7119443
- Firm CRD
- 179523