Greystone Wealth Advisors LLC
Greystone Wealth Advisors LLC (CRD# 126020) is a financial advisory firm headquartered in Rye Brook, NY. They manage $164,128,993 in 416 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management164MILLION
Total Number of Accounts416ACCOUNTS
Average Account Value$394,541
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CT, FL, MO, NY
Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in Rye, NY and has over 6 years of experience in the finance industry. Thomas Ausfahl 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.
Timothy Clark (CRD# 2089775) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in New Rochelle, NY and has over 13 years of experience in the finance industry.