Qi
Ye
Graypoint LLC
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About this Advisor
Qi Ye is a chartered financial analyst based in Albany, New York with 2 years of relevant experience. Ye currently works for Graypoint LLC. Their career trajectory has included roles at Graypoint LLC (Fka Jnb Advisors), Hugh Johnson Advisors LLC and Rensselaer Polytechnic Institute. Ye can work in New York and Texas. Graypoint LLC is an advisory firm that has its headquarters in Albany, NY. The investment advisory business has a total of 55 financial advisors. It has $3 billion in total assets among its 556 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 53 charitable organizations. Of its 556 client accounts, 74% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Graypoint LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely depend on the type of services offered. However, fees charged by Graypoint LLC may 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
Qi Ye Work History
Qi has been registered as a financial advisor for 2 years.*
Graypoint LLC (Fka Jnb Advisors)
Hugh Johnson Advisors LLC
Rensselaer Polytechnic Institute
*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 Qi Ye 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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