Unclaimed Profile

Lysa Kramer Mcmahon

GRAYPOINT LLC·ALBANY, New York

Series 7, Series 63Clean record4 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 2941988Firm CRD# 135950

Profile Verification

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

Identity

Lysa Kramer Mcmahon · ALBANY, NY

Registration

CRD #2941988 · GRAYPOINT LLC · 4 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Oct 2025 – present

GRAYPOINT LLC

Aug 2021 – Oct 2025

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 30, 2021

Years registered · 4

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 Lysa Kramer Mcmahon offer?

Lysa Kramer Mcmahon specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Lysa Kramer Mcmahon's credentials?

Lysa Kramer Mcmahon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lysa Kramer Mcmahon located?

Lysa Kramer Mcmahon is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Lysa Kramer Mcmahon charge for services?

Lysa Kramer Mcmahon'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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