Unclaimed Profile

Daniel Joseph Rutnik

GRAYPOINT LLC·ALBANY, New York

Clean recordGRAYPOINT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Joseph Rutnik 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GRAYPOINT LLC

AUM

$3.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRAYPOINT LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1364451

Firm CRD# 135950

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Joseph Rutnik offer?

Daniel Joseph Rutnik specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

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, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

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.

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