Unclaimed Profile

Jeffrey George Harris

GRAYPOINT LLC·ALBANY, New York

Clean recordGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 5421120Firm CRD# 135950

Profile Verification

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

Identity

Jeffrey George Harris · ALBANY, NY

Registration

CRD #5421120 · GRAYPOINT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey George Harris 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

Speak with Jeffrey

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

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

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# 5421120

Firm CRD# 135950

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.

Browse ALBANY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey George Harris offer?

Jeffrey George Harris specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Jeffrey George Harris's credentials?

Jeffrey George Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey George Harris located?

Jeffrey George Harris is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Jeffrey George Harris charge for services?

Jeffrey George Harris'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 →