Unclaimed Profile

Jeffrey George Harris

GRAYPOINT LLC·ALBANY, New York

SIE, Series 3, Series 7, Series 66Clean record16 years registeredGRAYPOINT 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 · 16 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

Sep 2021 – Oct 2025

ALBANY, NY

GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT

Mar 2010 – Sep 2021

COHOES, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · March 9, 2010

Years registered · 16

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

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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.

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