Lauren
Smith
Graypoint LLC
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About this Advisor
Lauren Smith is a certified financial planner who works in Albany, New York who has 2 years of industry experience. Smith is currently employed by Graypoint LLC. During their career, the advisor has held roles at The Ayco Company, L.P./Mercer Allied, Dunkin Donuts, Saratoga National Golf Club, Northwestern Mutual, Siena College, Bny Mellon and Graypoint LLC. Smith holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New York and Texas. Graypoint LLC is a business headquartered in Albany, NY. The firm has a total of 55 employees. It controls $3 billion in assets between its 556 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 53 charities and foundations. Of its 556 accounts, 74% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely are based on the services. However, fees charged 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
Lauren Smith Work History
Lauren has been registered as a financial advisor for 2 years.*
Graypoint LLC
Bny Mellon
The Ayco Company, L.P./Mercer Allied
Northwestern Mutual
Dunkin Donuts
Saratoga National Golf Club
Siena College
*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 Lauren Smith 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
