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).

Current Firm Details
800 Westchester Avenue, Suite N-641, Rye Brook, NY 10573
https://www.linkedin.com/company/greystone-wealth-advisors-llc
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 Ausfahl, financial advisor Rye NY
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 Brozena, financial advisor New York NY
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 Clark, financial advisor New Rochelle NY
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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