Ryan
Rosmarin
Graypoint LLC
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About this Advisor
Ryan Rosmarin is a financial advisor based in Albany, New York, working with Graypoint LLC. Ryan has previously held positions at Ayco Goldman Sachs, Town Of Clifton Park/Siena College, Graypoint LLC, and Siena College. Ryan has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Ryan 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
Ryan Rosmarin Work History
Graypoint LLC
Ayco Goldman Sachs
Siena College
Town Of Clifton Park/Siena College
Disclosures
Please visit the SEC profile of Ryan Rosmarin 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 6/19/2024. 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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