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GRAYPOINT LLC

ALBANY, NY · CRD 135950 · IAPD ↗ · graypointllc.com · (518) 641-6860

$4.65BRegulatory AUM
36Advisory reps
69Employees
22Clients
More than 500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — GRAYPOINT LLC (ALBANY, NY) left the SEC roster (was $4.65B RAUM, 36 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
May 2025 — GRAYPOINT LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — GRAYPOINT LLC notice-filed in DE, IL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.