Sean Leonard

from Graypoint LLC
SEC regulated
Regulated Investment Advisor
Sean Leonard is a financial advisor based in New York, Albany, with 1 years of experience. Sean currently works for Graypoint LLC. Sean maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sean Leonard works at Graypoint LLC
Graypoint LLC is a financial advisor based in Albany, New York. It currently has around $3,304,368,390 of assets under management and employs approximately 55 people. The main advice areas covered by Graypoint LLC are: financial planning services, portfolio management for individuals and/or small businesses, selection of other advisers and family limited partnerships/family office services; consulting services. Graypoint LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4 Tower Place, Suite 1001, Albany, New York, 12203

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