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QY

Qi Ye

CRD# 7427851·Registered 2021 - 2023
Previously Registered: Being a previously registered professional could mean that Qi is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Qi Ye, who also goes by Crystalyn Ye, was a registered financial advisor. Qi was a previously registered financial professional and started their career in finance 2021 - 2023. Qi had worked at 1 firm.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Crystalyn Ye

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

GRAYPOINT LLC·CRD# 135950
RIA
Albany, NY
September 7, 2021 - October 16, 2023

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Current Firm

GL
GRAYPOINT LLC

BENDER LANE ADVISORY | JNB ADVISORS, LLC | JNB ADVISORS LLC | HUGH JOHNSON ADVISORS | GRAYPOINT LLC | BENDER LANE ADVISORY, LLC

CRD#: 135950 / SEC#: 801-64417

Contact Information

Main Address

4 Tower Place Suite 1001, Albany, NY 12203-3710

Phone Number

(518) 641-6860

# of Employees

69

Documents

Latest Form ADV

Part 2 Brochures

03 26 2025 GRP FORM ADV PART 2A FINAL VERSION (3/26/2025)

Regulatory Assets Under Management

Total Number of Accounts

818

AUM (Assets Under Management)

$4,645,122,439

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/04/2025Cover PageReport
12/23/2024Cover PageReport
01/22/2024Cover PageReport
11/23/2022Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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