Unclaimed Profile

Daniel Joseph Rutnik

GRAYPOINT LLC·ALBANY, New York

Series 7, Series 63, Series 65Clean record4 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 1364451Firm CRD# 135950

Profile Verification

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

Identity

Daniel Joseph Rutnik · ALBANY, NY

Registration

CRD #1364451 · GRAYPOINT LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAYPOINT LLC

GRAYPOINT LLC

Aug 2021 – Oct 2025

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 30, 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

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALBANY?

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

Browse ALBANY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Joseph Rutnik offer?

Daniel Joseph Rutnik specializes in Financial Planning, Investment Management.

What are Daniel Joseph Rutnik's credentials?

Daniel Joseph Rutnik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Joseph Rutnik located?

Daniel Joseph Rutnik is based in ALBANY, New York, last registered with GRAYPOINT LLC.

How does Daniel Joseph Rutnik charge for services?

Daniel Joseph Rutnik'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 →