Greystone Wealth Advisors LLC

Greystone Wealth Advisors LLC (CRD# 126020) is a financial advisory firm headquartered in Rye Brook, NY. They manage $192,204,432 in 426 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
800 Westchester Avenue, Suite N-641, Rye Brook, NY 10573
http://www.greystonewealth.com
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $451,184
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CT, FL, MO, NY

Financial Advisors at Greystone Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Ausfahl, financial advisor Rye NY
Thomas W. Ausfahl
CRD#: 5855446
Rye, NY
96
Wealthminder
score

Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in Rye, NY and has over 7 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
Timothy Clark, financial advisor New Rochelle NY
Timothy R. Clark
CRD#: 2089775
New Rochelle, NY
93
Wealthminder
score

Timothy Clark (CRD# 2089775) is an Investment Advisor Representative working at Greystone Wealth Advisors LLC in New Rochelle, NY and has over 14 years of experience in the finance industry.

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