Brian A. Stone

GREYSTONE FINANCIAL GROUP

Bloomfield Hills, MI 48302-0324

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CRD#: 4504731

Professional summary

Brian A Stone is a registered financial advisor currently at GREYSTONE FINANCIAL GROUP, LLC located in Bloomfield Hills, Michigan.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 6 firms and has passed the Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian A Stone'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: 665 Hulet Dr., Bloomfield Hills, MI 48302-0324

RIA

CRD#: 306595

Bloomfield Hills, MI

Past

December 7, 2015 - August 6, 2020

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Troy, MI

Past

October 14, 2013 - December 31, 2015

GREYSTONE FINANCIAL GROUP, INC.

RIA

CRD#: 112683

TROY, MI

Past

March 2, 2009 - July 31, 2012

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

DEARBORN, MI

Past

February 18, 2009 - July 31, 2012

KEY INVESTMENT SERVICES LLC

CRD#: 136300

DEARBORN, MI

Past

February 21, 2007 - January 26, 2009

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

DEARBORN HEIGHT, MI

Past

February 20, 2007 - January 26, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

DEARBORN HEIGHT, MI

Past

May 24, 2002 - February 8, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

DETROIT, MI

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
(9/16/2020)

IAR

Texas
(3/20/2023)

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: 4/15/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/23/2002

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

Brian A. Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian A Stone's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS WEALTH ADVISORY GROUP

GREYSTONE FINANCIAL GROUP, INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

GREYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2002

Series 7

Date: 5/23/2002

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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