Joshua
Vandergraaff
Greystone Financial Group, LLC
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About this Advisor
Joshua Vandergraaff is a financial advisor operating out of Bloomfield Hills, Michigan who has 1 year of industry experience. Vandergraaff is on the advisory team at Greystone Financial Group, LLC. Throughout their career, Vandergraaff has worked at Pruco Securities, LLC, Prudential Insurance Company Of America, Central Michigan Urec, Earl Smith Distribution, Lakeview Hills, Full-Time Student and Greystone Financial Group, LLC. Vandergraaff maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Greystone Financial Group, LLC is an advisory firm operating out of Bloomfield Hills, MI. The company has offices in two locations and a total of 16 advisors. It controls $565 million in assets between its 1,543 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,543 client accounts, 22% are associated with high-net-worth clients who have at least $1 million in investable assets. The business has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules largely are based on which service is offered. Fees charged by Greystone Financial Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greystone Financial Group, LLC Brokerage Details
$564,914,371
16
1,543
$366,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Joshua Vandergraaff Work History
Joshua has been registered as a financial advisor for 1 years.*
Greystone Financial Group, LLC
Pruco Securities, LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
Central Michigan Urec
Earl Smith Distribution
Lakeview Hills
Full-Time Student
*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 Joshua Vandergraaff 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
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Houston, TX
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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