Greystoke Consulting, Inc.

Greystoke Consulting, Inc. (CRD# 124015) is a financial advisory firm headquartered in Clearwater, FL. They manage $36,485,127 in 234 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $155,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Greystoke Consulting, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Douglas W. Elliott
CRD#: 712309
4625 E Bay Dr., Ste. 224, Clearwater, FL 33764
96
Wealthminder
score

Douglas Elliott (CRD# 712309) is an Investment Advisor Representative working at Greystoke Consulting, Inc. in Clearwater, FL and has over 35 years of experience in the finance industry. Douglas Elliott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jon E. Rosenbluth
CRD#: 3138116
4625 East Bay Drive, Suite 224, Clearwater, FL 33764
96
Wealthminder
score

Jon Rosenbluth (CRD# 3138116) is an Investment Advisor Representative working at Greystoke Consulting, Inc. in Clearwater, FL and has over 18 years of experience in the finance industry. Jon Rosenbluth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Norton Chervitz
CRD#: 1813232
4625 E Bay Dr., Ste. 224, Clearwater, FL 33764
93
Wealthminder
score

Norton Chervitz (CRD# 1813232) is an Investment Advisor Representative working at Greystoke Consulting, Inc. in Clearwater, FL and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.