Alicia Lasch (CRD# 6367757) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 9 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Graypoint LLC | Albany, NY | Jan 2022 - Current | 2 |
| Unemployed | Loudonville, NY | Aug 2019 - Jan 2022 | 2 |
| Adirondack Research & Management | Guilderland, NY | Dec 2010 - Aug 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- NY
- TX
-
Total Assets Under Management3,875MILLIONS
-
Total Number of Accounts579ACCOUNTS
-
Average Account Value$6,691,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, VT
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