Lisbeth Mitchell (CRD# 5468012) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 15 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 (fka Jnb Advisors) | Albany, NY | Feb 2020 - Current | 4 |
| Bank Of America, N.a. | Clifton Park, NY | Oct 2017 - Feb 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park, NY | Aug 2017 - Feb 2020 | 2 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | Sep 2014 - Aug 2017 | 2 |
| The Ayco Company, L.p./goldman Sachs & Company | Latham, NY | Aug 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- 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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