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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2021
- Office Locations
- 1
Office Locations
About Graney& King, LLC
Graney & King, LLC is a Latham, NY advisory firm providing personalized, hands-on financial planning and investment guidance for individuals and families, including retirement planning, insurance needs, and estate conservation/preserving wealth. The team includes CFP professionals and a CFA and emphasizes client education and ongoing strategy monitoring.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY PATRICK GRANEY
CERTIFIED FINANCIAL PLANNER, PARTNER
- CRD
- #2143280
- Ownership
- 50% but less than 75%
EDWARD JAMES KING
Chief Compliance Officer, PARTNER, Senior Financial Advisor
- CRD
- #2262701
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RICHARD A FINELLI MR
Partner
- CRD
- #5146866
Phillip Harabarovici
--
- CRD
- #6809360
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $484,401,045 | $388,142 |
| Non-Discretionary | $0 | -- |
| Total | $484,401,045 | $388,142 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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