Unclaimed Profile

Keith Martin Lamoutte

GRAYPOINT LLC·ALBANY, New York

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record6 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 2268309Firm CRD# 135950

Profile Verification

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

Identity

Keith Martin Lamoutte · ALBANY, NY

Registration

CRD #2268309 · GRAYPOINT LLC · 6 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

Mar 2024 – Oct 2025

ALBANY, NY

CHOREO, LLC

Dec 2019 – Nov 2022

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · December 2, 2019

Years registered · 6

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 Keith Martin Lamoutte offer?

Keith Martin Lamoutte specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Keith Martin Lamoutte's credentials?

Keith Martin Lamoutte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Martin Lamoutte located?

Keith Martin Lamoutte is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Keith Martin Lamoutte charge for services?

Keith Martin Lamoutte'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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