Unclaimed Profile

Andrew Walter Halliday

JNB ADVISORS, LLC·ALBANY, New York

SIE, Series 4, Series 7, Series 7TO, Series 24, Series 51, Series 53, Series 63, Series 65, Series 79Clean record6 years registeredJNB ADVISORS, LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 2308014Firm CRD# 135950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Walter Halliday · ALBANY, NY

Registration

CRD #2308014 · JNB ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JNB ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Dec 2022 – Dec 2025

NEW HARTFORD, NY

FINANCIAL ENGINES ADVISORS L.L.C.

Jul 2020 – Jul 2022

TOWN OF CLIFTON PARK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 24

Series 51

Series 53

Series 63

Series 65

Series 79

Registration record

First registered · July 1, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAYPOINT LLC

CRD 135950 · SEC 801-64417

AUM

$3.9B

Regulatory assets under management

Employees

579 client accounts

Services offered by GRAYPOINT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAYPOINT LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Walter Halliday offer?

Andrew Walter Halliday specializes in Financial Planning, Investment Management.

What are Andrew Walter Halliday's credentials?

Andrew Walter Halliday is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Walter Halliday located?

Andrew Walter Halliday is based in ALBANY, New York, last registered with JNB ADVISORS, LLC.

How does Andrew Walter Halliday charge for services?

Andrew Walter Halliday's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JNB ADVISORS, LLC?

JNB ADVISORS, LLC has approximately 57 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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