# GREYCLIFF WEALTH MANAGEMENT, LLC

GREYCLIFF WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 307645
- Type: SEC-registered investment adviser
- SEC file number: 801-118270
- Location: 1185 6TH AVE, FLOOR 3, NEW YORK, NY, 10036
- Phone: 201-738-2818
- Latest filing: 2026-04-10
- Regulatory AUM: $83.8M
- Discretionary AUM: $83.8M
- Clients: 4
- Accounts: 222

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Jason Gold | MEMBER | Lake Forest, IL |
| Brian J Tirri | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Ina Cohen | MEMBER | — |
| GREEN DEREK JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| COHEN HARVEY K | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| TIRRI BRIAN J | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GOLD JASON | MEMBER | — |
| Cohen Margit Eszter | MEMBER | — |
| Cohen Ina | MEMBER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-07-21 | regulatory | MR. COHEN WAS NAMED A RESPONDENT IN A FINRA COMPLAINT ALLEGING THAT HE CONVERTED AT LEAST $14,606.94 FROM HIS MEMBER FIRM BY PREPARING SEVERAL FALSE EXPENSE REPORTS AND SUBMITTING THEM TO THE FIRM SEEKING REIMBURSEMENT PURSUANT TO THE FIRM'S MARKETING REIMBURSEMENT PROGRAM. THE COMPLAINT ALSO ALLEGE… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307645/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307645/similar
- Related entities: https://search.stillhousedata.com/firm/307645/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307645

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.