GREYCLIFF WEALTH MANAGEMENT, LLC
CRD #307645 SEC #801-118270 NEW YORK, NY 201-738-2818
SEC Registered Disclosures
Total AUM
$96.8M
Discretionary
$96.8M
Employees
4
Clients
0
Accounts
207
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Green, Jordan, Jeffrey | I | CHIEF COMPLIANCE OFFICER | E | Control |
| Cohen, Ina | I | MEMBER | D | Control |
| Cohen, Ina | I | MEMBER | D | Control |
| Cohen, Ina | I | MEMBER | D | Control |
| Cohen, Ina | I | MEMBER | D | Control |
| Cohen, Ina | I | MEMBER | D | Control |
| COHEN, HARVEY, K | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| COHEN, HARVEY, K | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| COHEN, HARVEY, K | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| COHEN, HARVEY, K | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| COHEN, HARVEY, K | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| COHEN, HARVEY, K | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| GOLD, JASON | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| TIRRI, BRIAN, J | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Cohen, Margit, Eszter | I | MEMBER | A | |
| Cohen, Margit, Eszter | I | MEMBER | A | |
| Cohen, Margit, Eszter | I | MEMBER | A | |
| Cohen, Margit, Eszter | I | MEMBER | A | |
| Cohen, Margit, Eszter | I | MEMBER | A |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
1185 6TH AVE, FLOOR 3NEW YORK, NY 10036
United States
Phone: 201-738-2818