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 21 - 21 of 21 top financial advisors.
21
Joseph Vet, Jr., financial advisor Albany NY
Joseph N. Vet, Jr.
CRD#: 4353995
4 Tower Place, Suite 1001, Albany, NY 12203

Joseph Vet, Jr. (CRD# 4353995) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 22 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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