- advice@graypointllc.com
- 518.641.6860
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We have a championship culture where we think the team is everything, and we reward team effort...Regardless of what your position is, regardless of what your responsibilites are, we want everybody engaged every day"
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We strive to become the most accomplished and sought-out firm in our industry. We are always willing to speak with talented, experienced advisors who may be considering a move from their current firm.
To arrange a private conversation, please contact David Sperry dsperry@graypointllc.com
Potential opportunity to own equity in our firm commensurate with your current revenue and future growth.
Straight-forward, generous advisor compensation plan which is among the highest in our industry.
Dedicated Financial Planner and Client Analyst support for you.
If you have a team currently, they may join our firm along with you.
Access to highly sophisticated planning expertise within the firm. Monthly training program for advisors & planners.
We believe in long-term compounding of invested capital and build customized portfolios tied to the comprehensive planning we undertake for clients.
Dedicated team focused on business development & strategic growth initiatives.
Dedicated team members to assist with client onboarding, transfers, centralized trading, billing and operations.
Dedicated operations team with expertise in supporting advisors during their transition.
Currently, equity is 100% held by partners who are aligned with the firm’s growth. We do not have outside shareholders or investors.