Michael B. Wachsler

GREYSTONE FINANCIAL GROUP

Houston, TX 77056

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CRD#: 2936160

Professional summary

Michael Brian Wachsler, who also goes by Brian Wachsler, is a registered financial advisor currently at GREYSTONE FINANCIAL GROUP, LLC located in Houston, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Wachsler

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 Michael Brian Wachsler'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®

None

Experience

Current

September 16, 2020 - Present

GREYSTONE FINANCIAL GROUP, LLC

Office #1: 5444 Westheimer Ste 1027, Houston, TX 77056

RIA

CRD#: 306595

Houston, TX

Past

March 1, 2017 - August 6, 2020

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Houston, TX

Past

January 27, 2017 - March 17, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

January 26, 2017 - March 17, 2017

CRD#: 5393

WESTLAKE, TX

Past

November 6, 1997 - January 14, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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
(9/18/2020)

IAR

Texas
(9/16/2020)

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

IAR

Series 66

Date: 12/10/1997

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/2017

General Securities 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

Michael B. Wachsler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Wachsler's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS WEALTH ADVISORY GROUP

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

RJ CAPITAL, LLC

MERCER GLOBAL ADVISORS INC.

RJ CAPITAL, LLC

CENTURY MANAGEMENT FINANCIAL ADVISORS

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GREYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/1997

SIE

Date: 3/17/2017

Series 7

Date: 1/26/2017

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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