Lysa McMahon, financial advisor Albany NY

Lysa McMahon

CRD Number: 2941988
Current Firm: Graypoint LLC

Lysa McMahon (CRD# 2941988) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Graypoint Llc (fka Jnb Advisors) Albany, NY Jul 2019 - Current 4
Bender Lane Advisory Albany, NY May 2009 - Jul 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Lysa K. McMahon
Phone Number: (518) 641-6860
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    3,875
    MILLIONS
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $6,691,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, VT

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