Greystone Investment Management, LLC

Greystone Investment Management, LLC (CRD# 111084) is a financial advisory firm headquartered in Cincinnati, OH. They manage $260,373,788 in 336 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $774,922
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.

CA, FL, NY, OH, TX

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 36 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 22 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 5 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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