Claim Profile
DN

Daniel Paul Nolan

GRAYPOINT LLC·ALBANY, New York
Unclaimed Profile
4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 707121Firm CRD# 135950
01

About

Daniel Paul Nolan is a registered financial advisor based in ALBANY, New York, affiliated with GRAYPOINT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRAYPOINT LLC
GRAYPOINT LLC
AUM
$3.9B
Regulatory assets under management
Employees
57
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 707121
Firm CRD# 135950
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALBANY?

Browse all registered financial advisors in ALBANY, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Paul Nolan offer?
Daniel Paul Nolan specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Daniel Paul Nolan's credentials?
Daniel Paul Nolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Paul Nolan located?
Daniel Paul Nolan is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Daniel Paul Nolan charge for services?
Daniel Paul Nolan'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty