Ronald Solyst (CRD# 821698) is an Investment Advisor Representative working at Grey Investment Planning in Westfield, IN and has over 33 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grey Investment Planning Corporation | Westfield, IN | May 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1992 |
- IL
- IN
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$1,005,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
IL, IN, TX
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