Unclaimed Profile

Derek G. Olsen

GRAYPOINT LLC·ALBANY, New York

SIE, Series 3, Series 7, Series 9, Series 10, Series 66Clean record5 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 4983271Firm CRD# 135950

Profile Verification

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

Identity

Derek G. Olsen · ALBANY, NY

Registration

CRD #4983271 · GRAYPOINT LLC · 5 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

Sep 2023 – Oct 2025

ALBANY, NY

GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT

Jul 2021 – Oct 2021

COHOES, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · July 20, 2021

Years registered · 5

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 Derek

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

Not sure if Derek 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 Derek G. Olsen offer?

Derek G. Olsen specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Derek G. Olsen's credentials?

Derek G. Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek G. Olsen located?

Derek G. Olsen is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Derek G. Olsen charge for services?

Derek G. Olsen'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 →