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Shelly Lynne Stone

GRAYPOINT LLC·ALBANY, New York
Unclaimed Profile
4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 2961856Firm CRD# 135950
01

About

Shelly Lynne Stone is a registered financial advisor based in ALBANY, New York, affiliated with GRAYPOINT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRAYPOINT LLC
GRAYPOINT LLC
AUM
$3.9B
Regulatory assets under management
Employees
57
Total firm employees
View all advisors at GRAYPOINT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2961856
Firm CRD# 135950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shelly Lynne Stone offer?
Shelly Lynne Stone specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Shelly Lynne Stone's credentials?
Shelly Lynne Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shelly Lynne Stone located?
Shelly Lynne Stone is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Shelly Lynne Stone charge for services?
Shelly Lynne Stone'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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