Francis Edward Granizo

Employer firm

Talisman Wealth Advisors, LLC CRD 313283

$251M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Paramus, NJ
• 12/2009 → 02/2021
  Bank Of America, N.A.
  Paramus, NJ
• 02/2021 → 05/2021
  Private Portfolio Partners
  Mountainside, NJ
• 01/2021 → 02/2021
  Unemployed
  Scotch Plains, NJ
• 05/2021 → Present
  Talisman Wealth Advisors, Llc
  Mountainside, NJ

Previous Registrations

• 2021-02-25 → 2021-05-12
  Private Portfolio Partners, Llc
  Mountainside, NJ
  Paramus, NJ
• 2001-05-02 → 2021-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
  Paramus, NJ
  Westfield, NJ

Exams

• S66 Uniform Combined State Law Examination
  2001-03-29

Other Names

• Frank Granizo
• Frank Granizo
• Frank E Granizo