Samuel P Gagne

10 Years of Experience

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

18710 Gulf Freeway, Baybrook Mall, Friendswood, TX, 77546-2716

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Granite Harbor Advisors, INC.

October 2025 - Present · 4 mos

Previous Registrations

Strategic Advisers LLC

March 2025 - October 2025 · 7 mos

Fidelity Personal and Workplace Advisors

July 2018 - March 2025 · 6 yrs 8 mos

Strategic Advisers LLC

January 2018 - July 2018 · 6 mos

Fidelity Brokerage Services LLCBroker

July 2015 - October 2025 · 10 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.