Michael Wachsler, financial advisor Houston TX

Michael Wachsler

CRD Number: 2936160
Current Firm: Greystone Financial Group, LLC

Michael Wachsler (CRD# 2936160) is an Investment Advisor Representative working at Greystone Financial Group, LLC in Houston, TX and has over 26 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Greystone Financial Group, LLC Bloomfield Hills, MI Jul 2020 - Current 3
Polaris Greystone Financial Group, LLC San Rafael, CA Mar 2017 - Jul 2020 3
Scottrade, Inc. Sugar Land, TX Oct 2016 - Mar 2017 < 1
Rj Capital Houston, TX Jul 2014 - Oct 2016 2
Mercer Global Advisors Sugar Land, TX Dec 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1997
Contact Info for Michael B. Wachsler
Phone Number: 248-267-1270
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,026
    MILLIONS
  • Total Number of Accounts
    1,879
    ACCOUNTS
  • Average Account Value
    $546,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, MI, NH, OH, TX, VA

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