Daniel
Piazza
Graypoint LLC
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About this Advisor
Daniel Piazza is a financial advisor based in Albany, New York, working with Graypoint LLC. Daniel has previously held positions at The Ayco Company, L.P./Mercer Allied, Bender Lane Advisory, and Graypoint LLC (formerly known as Jnb Advisors). Daniel has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Daniel is part of Graypoint LLC, which operates out of Albany, New York. The firm has 1 office and 57 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Graypoint LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Graypoint LLC Brokerage Details
$3,874,573,983
57
579
$6,691,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Piazza Work History
Graypoint LLC (Fka Jnb Advisors)
Bender Lane Advisory
The Ayco Company, L.P./Mercer Allied
Disclosures
Please visit the SEC profile of Daniel Piazza 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
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