GREYSTONE WEALTH ADVISORS LLC
CRD #126020 SEC #801-61920 RYE BROOK, NY 914-232-3773
SEC Registered
Total AUM
$312.7M
Discretionary
$295.8M
Employees
4
Clients
51
Accounts
480
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 22, 2021
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| CLARK, TIMOTHY, ROGER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TIMOTHY, ROGER | I | MEMBER | E | Control |
| KATONAH CAPITAL ADVISORS GROUP LTD. | DE | MEMBER | E | Control |
| KATONAH CAPITAL ADVISORS GROUP LTD. | DE | MEMBER | E | Control |
| KATONAH CAPITAL ADVISORS GROUP LTD. | DE | MEMBER | E | Control |
| KATONAH CAPITAL ADVISORS GROUP LTD. | DE | MEMBER | E | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | B | Control |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | A | |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | A | |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | A | |
| AUSFAHL, THOMAS, WOOD | I | MEMBER | A |
Registrations
Federal
IA
Jun 22, 2021 REGISTERED
Notice Filings (8)
CA CT FL MA MO NH NY TX
Address
800 WESTCHESTER AVENUESUITE N-641
RYE BROOK, NY 10573
United States
Phone: 914-232-3773