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Current Employers
Grayscale Advisors

290 Harbor Drive 4Th Floor, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-10
  • CT RA
    APPROVED
    Since 2026-06-10

Branch Locations

Mystic, CT • United States

290 Harbor Drive 4Th Floor, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneva Investment Management Of Chicago, Llc Chicago IL 03/2014 04/2017
New York Life New York NY 04/2017 05/2026
Grayscale Securities, Llc Stamford CT 06/2026 Present
Grayscale Operating, Llc Stamford CT 06/2026 Present
Grayscale Advisors, Llc Stamford CT 06/2026 Present
  • 03/2014 → 04/2017
    Geneva Investment Management Of Chicago, Llc
    Chicago, IL
  • 04/2017 → 05/2026
    New York Life
    New York, NY
  • 06/2026 → Present
    Grayscale Securities, Llc
    Stamford, CT
  • 06/2026 → Present
    Grayscale Operating, Llc
    Stamford, CT
  • 06/2026 → Present
    Grayscale Advisors, Llc
    Stamford, CT
Previous Registrations
Other Businesses

Grayscale Operating, LLC (Parent Company to the Firm and Grayscale Advisors, LLC); 290 Harbor Drive, Stamford, CT; Investment Related; Investment Advisor Activity; VP, Head of National Accounts; June 2026; 100+ Hours/Month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-22
S63 Uniform Securities Agent State Law Examination 2008-09-12
  • S65 Uniform Investment Adviser Law Examination
    2011-03-22
  • S63 Uniform Securities Agent State Law Examination
    2008-09-12

View on SEC IAPD

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