Cindy
Chan
Graypoint LLC
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About this Advisor
Cindy Chan is a financial advisor who works out of Albany, New York. Chan is currently employed by Graypoint LLC. The advisor has gained experience at Ayco, A Goldman Sachs Company/Mercer Allied, Hudson Headwaters Health Network, Albany Stratton Va Medical Center, Ayco, A Goldman Sachs Company and Graypoint LLC. Chan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New York and Texas. Graypoint LLC is a financial advisory company operating out of Albany, NY. The investment advisory business has a total of 55 financial advisors. It administers $3 billion in assets among its 556 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 53 charitable organizations. Of its 556 client accounts, 74% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely are based on which service is offered. However, fee types billed by Graypoint LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Graypoint LLC Brokerage Details
$3,371,848,370
55
556
$6,064,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Cindy Chan Work History
Cindy has been registered as a financial advisor for 0 years.*
Graypoint LLC
Ayco, A Goldman Sachs Company
Ayco, A Goldman Sachs Company/Mercer Allied
Hudson Headwaters Health Network
Albany Stratton Va Medical Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cindy Chan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Graypoint LLC
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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