Donald I. Gregg

Some features on this profile are disabled

CRD#: 229391

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Ian Gregg, who also goes by Donald I Gregg, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1970. Donald had worked at 6 firms and has passed the Series 65 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Donald I Gregg

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 29, 2023 - July 16, 2024

GREYSTONE FINANCIAL GROUP, LLC

RIA

CRD#: 306595

TROY, MI

Past

March 3, 2011 - January 31, 2013

FREEDOM ONE INVESTMENT ADVISORS, INC.

RIA

CRD#: 107627

CLARKSTON, MI

Past

November 9, 2009 - September 5, 2023

RETIREMENT FUNDING ADVISORS INC.

RIA

CRD#: 113016

TROY, MI

Past

July 28, 2005 - November 11, 2009

FREEDOM ONE INVESTMENT ADVISORS, INC.

RIA

CRD#: 107627

CLARKSTON, MI

Past

October 19, 1988 - May 2, 1995

ROYAL MACCABEES SECURITIES COMPANY

CRD#: 6704

SOUTHFIELD, MI

Past

August 9, 1983 - September 19, 1988

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

August 21, 1970 - August 11, 1981

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 3/16/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 1

Date: 1/27/1969

Registered 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald I. Gregg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GREYSTONE FINANCIAL GROUP, LLC

FREEDOM ONE INVESTMENT ADVISORS, INC.

RETIREMENT FUNDING ADVISORS INC.

FREEDOM ONE INVESTMENT ADVISORS, INC.

ROYAL MACCABEES SECURITIES COMPANY

NEW ENGLAND SECURITIES

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

GREYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2010

Series 1

Date: 1/27/1969

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

Similar Advisors