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JC

John M. Carey

GREYSTONE CAPITAL PARTNERS GROUP LLC
KANSAS CITY, MO 64110
Some features on this profile are disabled
CRD#: 2179825
JC

Professional summary

John Milton Carey, who also goes by John M Carey, is a registered financial advisor currently at GREYSTONE CAPITAL PARTNERS GROUP LLC located in Kansas City, Missouri.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John M Carey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Milton Carey's 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®
None

Experience

Current

April 22, 2021 - Present

GREYSTONE CAPITAL PARTNERS GROUP LLC

Office #1: 616 East 63rd Street Suite 201, Kansas City, MO 64110
RIA
CRD#: 312326
KANSAS CITY, MO
Past

January 9, 1998 - January 4, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OVERLAND PARK, KS
Past

October 3, 1991 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 3, 1991 - January 4, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OVERLAND PARK, KS

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
Kansas
(5/5/2021)
IAR
Missouri
(5/18/2021)
IAR
Montana
(4/22/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/7/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/1/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GC
GREYSTONE CAPITAL PARTNERS GROUP LLC
GREYSTONE CAPITAL PARTNERS GROUP LLC | LONERGAN ADVISORS | KC CAPITAL GROUP, LLC

CRD#: 312326 / SEC#:

Kansas
Registered Investment Advisory firm - (5/4/2021 Approved)
Missouri
Registered Investment Advisory firm - (5/18/2021 Approved)
Montana
Registered Investment Advisory firm - (4/19/2021 Approved)
Oklahoma
Registered Investment Advisory firm - (3/10/2025 Approved)
Texas
Registered Investment Advisory firm - (4/4/2025 Conditional Restricted)
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Contact information

Main Address
616 East 63rd Street Suite 201, Kansas City, MO 64110
Mailing Address
Phone number
(913) 562-2882
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 34,127,214

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.

Company Information

GREYSTONE CAPITAL PARTNERS GROUP LLC

CRD#: 312326Kansas City, MO 64110

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