GREYSTONE WEALTH ADVISORS LLC

GREYSTONE WEALTH ADVISORS LLC of RYE BROOK, NY is an SEC-registered investment adviser (CRD 126020). Regulatory assets under management: $312.7M.

Registration

• CRD: 126020
• SEC file number: 801-61920
• Type: Registered investment adviser
• Location: 800 WESTCHESTER AVENUE, SUITE N-641, RYE BROOK, NY, 10573
• Phone: 914-232-3773
• Latest filing: 2021-06-22
• Regulatory AUM: $312.7M
• Discretionary AUM: $295.8M
• Non-discretionary AUM: $16.9M
• Clients: 4
• Accounts: 480

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 126020 on SEC IAPD (source of record)
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