Unclaimed Profile

Marissa Elaine Vollmer

GRAYPOINT LLC·ALBANY, New York

SIE, Series 7, Series 11, Series 66CFPClean record9 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 6364638Firm CRD# 135950

Profile Verification

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

Identity

Marissa Elaine Vollmer · ALBANY, NY

Registration

CRD #6364638 · GRAYPOINT LLC · 9 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

Aug 2021 – Oct 2025

ALBANY, NY

THE AYCO COMPANY,L.P.

Nov 2016 – Nov 2019

LATHAM, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 11

Series 66

Registration record

First registered · November 23, 2016

Years registered · 9

Professional designation · CFP

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 Marissa Elaine Vollmer offer?

Marissa Elaine Vollmer specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Marissa Elaine Vollmer's credentials?

Marissa Elaine Vollmer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marissa Elaine Vollmer located?

Marissa Elaine Vollmer is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Marissa Elaine Vollmer charge for services?

Marissa Elaine Vollmer'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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