CRD: 318092
Greystone Financial & Estate Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaFoundation +more
- Established Date
- 03-29-2022
- Office Locations
- 1
Office Locations
About Greystone Financial & Estate Services, Inc.
Greystone Financial & Estate Services partners with individuals, families, working professionals, and small business owners on goal-based planning and implementation. The team provides retirement planning, financial advice (cash flow and risk management), tax management, and estate planning, with an emphasis on plans that evolve across generations. Uses Charles Schwab & Co. as a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
John William Tadashi Robertson
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #6786384
- Ownership
- 50% but less than 75%
CLEONA LYNN HERNANDEZ
PRINCIPAL, Registered Assistant
- CRD
- #2061426
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,718,080 | $197,669 |
| Non-Discretionary | $8,389,642 | $8,389,642 |
| Total | $117,107,722 | $212,537 |
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Separately Managed Accounts
Total SMA Asset: $117,107,722
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $785,440,167 | 16.2% |
| Equity - Exchange | $1,386,641,282 | 28.6% |
| Cash | $911,498,465 | 18.8% |
| Derivatives | $799,985,355 | 16.5% |
| Municipal Bonds | $964,830,821 | 19.9% |
| Total | $4,848,396,090 | 100.0% |