Qi Ye
Professional summary
Being a previously registered professional could mean that this person 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.
Qi Ye, who also goes by Crystalyn Ye, was a registered financial professional .
Qi is a previously registered financial professional and started their career in finance in 2021. Qi had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 7, 2021 - October 16, 2023
GRAYPOINT LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
GRAYPOINT LLC
CRD#: 135950 / SEC#: 801-64417
Contact information
Regulatory assets under management
| Total Number of Accounts | 818 |
| AUM (Assets Under Management) | $ 4,645,122,439 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/04/2025 | ||
| 12/23/2024 | ||
| 01/22/2024 | ||
| 11/23/2022 |
Red Flags
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.
