Todd R. Moss

GREYSTONE FINANCIAL GROUP

Bloomfield Hills, MI 48302-0324

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CRD#: 1101733

Professional summary

Todd Robinson Moss, CFP® is a registered financial advisor currently at GREYSTONE FINANCIAL GROUP, LLC located in Bloomfield Hills, Michigan.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Todd has worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. AGENT SINCE 2006 FOR TEAMMOSS LLC, A COMMERCIAL PROPERTY FIRM, 5883 CHESTNUT HILL, CLARKSTON, MI. APPROX. 0 HOURS/MONTH WITH 0 HOUR DURING TRADING HOURS. 2. AGENT SINCE 2018 FOR TEAMMOSS II LLC, A REAL ESTATE FIRM, 5883 CHESTNUT HILL, CLARKSTON, MI. APPROX. 0 HOURS/MONTH WITH 0 HOUR DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Robinson Moss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

July 29, 2020 - Present

GREYSTONE FINANCIAL GROUP, LLC

Office #1: 665 Hulet Dr., Bloomfield Hills, MI 48302-0324

RIA

CRD#: 306595

Bloomfield Hills, MI

Past

September 18, 2020 - February 5, 2021

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Bloomfield Hills, MI

Past

February 24, 2017 - September 9, 2020

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Troy, MI

Past

December 3, 2015 - August 6, 2020

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Troy, MI

Past

December 11, 2014 - December 31, 2016

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

TROY, MI

Past

May 6, 2008 - November 16, 2010

APW CAPITAL, INC.

CRD#: 43814

ROCKAWAY, NJ

Past

March 30, 2005 - February 20, 2017

GREYSTONE FINANCIAL GROUP, INC.

RIA

CRD#: 112683

TROY, MI

Past

January 1, 2004 - May 8, 2008

CETERA ADVISORS LLC

CRD#: 10299

TROY, MI

Past

January 11, 1996 - January 1, 2004

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

August 16, 1983 - January 19, 1996

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 1, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREYSTONE FINANCIAL GROUP, LLC

GREYSTONE FINANCIAL GROUP, LLC | GREYSTONE FINANCIAL GROUP, LLC.

CRD#: 306595 / SEC#: 801-117913

RIA

Registered Investment Advisory firm - (1/8/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(7/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/15/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/16/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/31/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREYSTONE FINANCIAL GROUP, LLC

GREYSTONE FINANCIAL GROUP, LLC | GREYSTONE FINANCIAL GROUP, LLC.

CRD#: 306595 / SEC#: 801-117913

RIA

Registered Investment Advisory firm - (1/8/2020 Approved)

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Contact information

Main Address

665 Hulet Dr., Bloomfield Hills, MI 48302-0324

Mailing Address

Phone number

(248) 267-1270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,952
AUM (Assets Under Management)	$ 1,028,227,723

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd R. Moss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Robinson Moss's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS GREYSTONE ADVISORY GROUP, LLC

POLARIS GREYSTONE ADVISORY GROUP, LLC

POLARIS WEALTH ADVISORY GROUP

POLARIS GREYSTONE ADVISORY GROUP, LLC

APW CAPITAL, INC.

GREYSTONE FINANCIAL GROUP, INC.

CETERA ADVISORS LLC

VESTAX SECURITIES CORPORATION

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

GREYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/1983

Series 7

Date: 2/16/1985

Series 6

Date: 5/31/1983

Current Firm

GREYSTONE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREYSTONE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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