Greycliff Wealth Management, LLC

Greycliff Wealth Management, LLC (CRD# 307645) is a financial advisory firm headquartered in New York, NY. They manage $75,013,687 in 221 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1185 6th Ave, Floor 3, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $339,428
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Greycliff Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Gold, financial advisor New York NY
Jason H. Gold
CRD#: 5074557
1185 6th Ave, Floor 3, New York, NY 10036

Jason Gold (CRD# 5074557) is an Investment Advisor Representative working at Greycliff Wealth Management, LLC in New York, NY and has over 17 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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