Graypoint LLC

Graypoint LLC (CRD# 135950) is a financial advisory firm headquartered in Albany, NY. They manage $3,874,573,983 in 579 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
4 Tower Place, Suite 1001, Albany, NY 12203
https://www.linkedin.com/company/graypoint-llc/
By the Numbers
  • Total Assets Under Management
    3,875
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $6,691,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, VT

Financial Advisors at Graypoint LLC
Showing 1 - 10 of 21 top financial advisors.
1
Christopher Denisulk, financial advisor Albany NY
Christopher M. Denisulk
CRD#: 4737610
4 Tower Place, Suite 1001, Albany, NY 12203

Christopher Denisulk (CRD# 4737610) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 20 years of experience in the finance industry.

2
Jeffrey Harris, financial advisor Albany NY
Jeffrey G. Harris
CRD#: 5421120
4 Tower Place, Suite 1001, Albany, NY 12203

Jeffrey Harris (CRD# 5421120) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 16 years of experience in the finance industry.

3
Robert Hennes, financial advisor Albany NY
Robert T. Hennes
CRD#: 833753
4 Tower Place, Suite 1001, Albany, NY 12203

Robert Hennes (CRD# 833753) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 39 years of experience in the finance industry.

4
Lisbeth Mitchell, financial advisor Albany NY
Lisbeth Mitchell
CRD#: 5468012
4 Tower Place, Suite 1001, Albany, NY 12203

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.

5
Susan Reese, financial advisor Albany NY
Susan M. Reese
CRD#: 5092840
4 Tower Place, Suite 1001, Albany, NY 12203

Susan Reese (CRD# 5092840) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 17 years of experience in the finance industry.

6
Ryan Tamasi, financial advisor Albany NY
Ryan M. Tamasi
CRD#: 4678417
4 Tower Place, Suite 1001, Albany, NY 12203

Ryan Tamasi (CRD# 4678417) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 12 years of experience in the finance industry.

7
Marissa Vollmer, financial advisor Albany NY
Marissa E. Vollmer
CRD#: 6364638
4 Tower Place, Suite 1001, Albany, NY 12203

Marissa Vollmer (CRD# 6364638) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 9 years of experience in the finance industry.

8
Mariah Clark, financial advisor Albany NY
Mariah M. Clark
CRD#: 3075977
4 Tower Place, Suite 1001, Albany, NY 12203

Mariah Clark (CRD# 3075977) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 23 years of experience in the finance industry.

9
Daniel Curran, financial advisor Albany NY
Daniel J. Curran
CRD#: 4396943
4 Tower Place, Suite 1001, Albany, NY 12203

Daniel Curran (CRD# 4396943) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 22 years of experience in the finance industry.

10
Alicia Lasch, financial advisor Albany NY
Alicia D. Lasch
CRD#: 6367757
4 Tower Place, Suite 1001, Albany, NY 12203

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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