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 11 - 20 of 21 top financial advisors.
11
Sean Leonard, financial advisor Albany NY
Sean M. Leonard
CRD#: 3056818
4 Tower Place, Suite 1001, Albany, NY 12203

Sean Leonard (CRD# 3056818) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 25 years of experience in the finance industry.

12
Lauren Mallon, financial advisor Albany NY
Lauren S. Mallon
CRD#: 6545086
4 Tower Place, Suite 1001, Albany, NY 12203

Lauren Mallon (CRD# 6545086) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 6 years of experience in the finance industry.

13
Lysa McMahon, financial advisor Albany NY
Lysa K. McMahon
CRD#: 2941988
4 Tower Place, Suite 1001, Albany, NY 12203

Lysa McMahon (CRD# 2941988) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 26 years of experience in the finance industry.

14
Joseph Mitchell, financial advisor Albany NY
Joseph D. Mitchell
CRD#: 1417153
4 Tower Place, Suite 1001, Albany, NY 12203

Joseph Mitchell (CRD# 1417153) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 38 years of experience in the finance industry.

15
Michael Mitchell, financial advisor Albany NY
Michael J. Mitchell
CRD#: 7427719
4 Tower Place, Suite 1001, Albany, NY 12203

Michael Mitchell (CRD# 7427719) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has 1 year of experience in the finance industry.

16
Daniel Nolan, financial advisor Albany NY
Daniel P. Nolan
CRD#: 707121
4 Tower Place, Suite 1001, Albany, NY 12203

Daniel Nolan (CRD# 707121) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 30 years of experience in the finance industry.

17
Daniel Piazza, financial advisor Albany NY
Daniel G. Piazza
CRD#: 5069551
4 Tower Place, Suite 1001, Albany, NY 12203

Daniel Piazza (CRD# 5069551) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 16 years of experience in the finance industry.

18
Roberta Rocas, financial advisor Albany NY
Roberta J. Rocas
CRD#: 2949277
4 Tower Place, Suite 1001, Albany, NY 12203

Roberta Rocas (CRD# 2949277) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 26 years of experience in the finance industry.

19
Daniel Rutnik, financial advisor Albany NY
Daniel J. Rutnik
CRD#: 1364451
4 Tower Place, Suite 1001, Albany, NY 12203

Daniel Rutnik (CRD# 1364451) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 38 years of experience in the finance industry.

20
Kim Saba, financial advisor Albany NY
Kim C. Saba
CRD#: 1848586
4 Tower Place, Suite 1001, Albany, NY 12203

Kim Saba (CRD# 1848586) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 35 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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