Unclaimed Profile

C. Dianne Mcknight

GRAYPOINT LLC·ALBANY, New York

Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record4 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 1319946Firm CRD# 135950

Profile Verification

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

Identity

C. Dianne Mcknight · ALBANY, NY

Registration

CRD #1319946 · GRAYPOINT LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAYPOINT LLC

GRAYPOINT LLC

Sep 2021 – Jan 2024

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · September 3, 2021

Years registered · 4

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 C. Dianne Mcknight offer?

C. Dianne Mcknight specializes in Financial Planning, Investment Management.

What are C. Dianne Mcknight's credentials?

C. Dianne Mcknight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is C. Dianne Mcknight located?

C. Dianne Mcknight is based in ALBANY, New York, last registered with GRAYPOINT LLC.

How does C. Dianne Mcknight charge for services?

C. Dianne Mcknight'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 GRAYPOINT LLC?

GRAYPOINT 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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