Eric
Moss

Greystone Financial Group, LLC

CRD#6396665
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Eric Moss is a financial advisor working out of Bloomfield Hills, Michigan with 2 years of industry experience. Moss is an employee of Greystone Financial Group, LLC. Their career trajectory has included roles at Jpmorgan Chase Bank Na, Hp, J.P. Morgan Securities LLC, Td Ameritrade and Greystone Financial Group, LLC. Moss holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Michigan. Greystone Financial Group, LLC is a company operating out of Bloomfield Hills, MI. The firm has offices in two locations and a total of 16 people on staff. It handles $565 million in total assets across its 1,543 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,543 client accounts, 22% belong to high-net-worth investors who have at least $1 million in assets available to invest. Greystone Financial Group, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Greystone Financial Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets

Office Location

665 Hulet Dr.
Bloomfield Hills, MI 48302-0324

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Greystone Financial Group, LLC Brokerage Details

Total Assets Under Management

$564,914,371

MI Average: $943,424,332
Total Number of Employees

16

MI Average: 21
Total Number of Accounts

1,543

MI Average: 1,586
Average Account Size

$366,114

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Eric Moss Work History

Eric has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Greystone Financial Group, LLC

2017 - 2020 (3 years)

Td Ameritrade

2015 - 2017 (2 years)

J.P. Morgan Securities LLC

2013 - 2015 (2 years)

Jpmorgan Chase Bank Na

2010 - 2013 (3 years)

Hp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Moss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Greystone Financial Group, LLC

Robert Yarmak
Bloomfield Hills, MI
Brian Stone
Bloomfield Hills, MI
Kristie Guadiano
Bloomfield Hills, MI
Jordan Neumann
Bloomfield Hills, MI
Joshua Vandergraaff
Bloomfield Hills, MI
Eric Moss
Bloomfield Hills, MI
Michael Wachsler
Houston, TX
Eric Babcock
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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