Brian Waylon Sak

CFP · ChFC

21 Years of Experience

3 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Granite Harbor Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

398 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$561.4M

Fee Structure

Minimum Investment:$250K

Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2014

Settled

Employment Separation After Allegations

January 2014

Regulatory

December 2013

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a licensed insurance agent since 2014 and a partial owner of Granite Harbor Group insurance affiliate, dedicating about 10-20% of his time. He is also the President/Secretary of Last Diamond Hunting Group, LLC, and a passive investor in +2 Investment Club 1, LLC.

Employment History

Current Registrations

Granite Harbor Advisors, INC.

May 2015 - Present · 10 yrs 9 mos

Previous Registrations

Lion Street Advisors, LLC

April 2014 - December 2015 · 1 yr 8 mos

Lion Street Financial, LLCBroker

February 2014 - December 2015 · 1 yr 10 mos

AXA Advisors, LLC

April 2004 - January 2014 · 9 yrs 9 mos

AXA Advisors, LLCBroker

February 2004 - January 2014 · 9 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.