Greystone Investment Management, LLC

Greystone Investment Management, LLC (CRD# 111084) is a financial advisory firm headquartered in Cincinnati, OH. They manage $319,635,438 in 397 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $805,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

DC, FL, KY, NY, OH, PA, SC, TX, VA

Financial Advisors at Greystone Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Peter F. Levin
CRD#: 307824
3805 Edwards Rd., #180, Cincinnati, OH 45209
96
Wealthminder
score

Peter Levin (CRD# 307824) is an Investment Advisor Representative working at Greystone Investment Management, LLC in Cincinnati, OH and has over 34 years of experience in the finance industry.

2
Michael R. Reed
CRD#: 2640374
3805 Edwards Road, Suite 180, Cincinnati, OH 45209
96
Wealthminder
score

Michael Reed (CRD# 2640374) is an Investment Advisor Representative working at Greystone Investment Management, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.

3
Sally H. Dempsey
CRD#: 4289722
3805 Edwards Road, Suite 180, Cincinnati, OH 45209
90
Wealthminder
score

Sally Dempsey (CRD# 4289722) is an Investment Advisor Representative working at Greystone Investment Management, LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.

4
Jeffrey I. Kerstine
CRD#: 4369680
3805 Edwards Road, Suite 180, Cincinnati, OH 45209
90
Wealthminder
score

Jeffrey Kerstine (CRD# 4369680) is an Investment Advisor Representative working at Greystone Investment Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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