Unclaimed Profile

Sean Michael Leonard

GRAYPOINT LLC·ALBANY, New York

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 66CFAClean record22 years registeredGRAYPOINT LLC

4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 3056818Firm CRD# 135950

Profile Verification

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

Identity

Sean Michael Leonard · ALBANY, NY

Registration

CRD #3056818 · GRAYPOINT LLC · 22 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

Sep 2021 – Oct 2025

ALBANY, NY

STATE STREET RESEARCH & MANAGEMENT COMPANY

Oct 2003 – Feb 2005

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · October 15, 2003

Years registered · 22

Professional designation · CFA

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 Sean Michael Leonard offer?

Sean Michael Leonard specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Sean Michael Leonard's credentials?

Sean Michael Leonard holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sean Michael Leonard located?

Sean Michael Leonard is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Sean Michael Leonard charge for services?

Sean Michael Leonard'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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