Greystone Financial & Estate Services, Inc.

Greystone Financial & Estate Services, Inc. (CRD# 318092) is a financial advisory firm headquartered in Kirkland, WA. They manage $77,000,000 in 451 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6725 116th Avenue Ne, Suite 150, Kirkland, WA 98033
https://greystoneinvest.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $170,732
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, WA

Financial Advisors at Greystone Financial & Estate Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
William Dunnell, financial advisor Kirkland WA
William R. Dunnell
CRD#: 1408610
6725 116th Avenue Ne, Suite 150, Kirkland, WA 98033

William Dunnell (CRD# 1408610) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 38 years of experience in the finance industry.

2
Cleona Hernandez, financial advisor Kirkland WA
Cleona L. Hernandez
CRD#: 2061426
6725 116th Avenue Ne, Suite 150, Kirkland, WA 98033

Cleona Hernandez (CRD# 2061426) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 8 years of experience in the finance industry.

3
John Robertson, financial advisor Kirkland WA
John W. Robertson
CRD#: 6786384
6725 116th Avenue Ne, Suite 150, Kirkland, WA 98033

John Robertson (CRD# 6786384) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 6 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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