Graystone Advisor, LLC

Graystone Advisor, LLC (CRD# 301920) is a financial advisory firm headquartered in , . They manage $25,089,541 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://graystoneadvisor.com/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $368,964
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Graystone Advisor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Agte, financial advisor Foster City CA
Aaron M. Agte
CRD#: 5041214
Foster City, CA

Aaron Agte (CRD# 5041214) is an Investment Advisor Representative working at Graystone Advisor, LLC in Foster City, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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