Greystone Wealth Advisors LLC

Greystone Wealth Advisors LLC (CRD# 126020) is a financial advisory firm headquartered in Rye Brook, NY. They manage $288,475,911 in 444 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $649,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, CT, FL, MO, NY

Financial Advisors at Greystone Wealth Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas W. Ausfahl
CRD#: 5855446
Rye, NY

Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in Rye, NY and has over 10 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.

2
Elizabeth S. Brozena
CRD#: 6355330
New York, NY

Elizabeth Brozena (CRD# 6355330) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.

3
Timothy R. Clark
CRD#: 2089775
New Rochelle, NY

Timothy Clark (CRD# 2089775) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in New Rochelle, NY and has over 16 years of experience in the finance industry.

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