Robert J. Yarmak

GREYSTONE FINANCIAL GROUP

Mt. Juliet, TN

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CRD#: 5540525

Professional summary

Robert John Yarmak, who also goes by Bobby John Yarmak, is a registered financial advisor currently at GREYSTONE FINANCIAL GROUP, LLC located in Mt. Juliet, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby John Yarmak

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.

Mr. Yarmak is also an Employer Retirement Plan Analyst of Polaris Greystone Advisory Group, LLC which is a joint venture between Polaris Greystone Financial Group, LLC and South Padre Ventures 2 LLC with each firm owning 50%. Polaris Greystone Advisory, LLC was formed to provide investment advisory services to trustees of qualified retirement plans and plan participants.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Yarmak'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 17, 2020 - Present

GREYSTONE FINANCIAL GROUP, LLC

RIA

CRD#: 306595

Mt. Juliet, TN

Past

September 17, 2020 - February 5, 2021

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Bloomfield Hills, MI

Past

August 11, 2017 - August 6, 2020

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Troy, MI

Past

August 11, 2017 - September 9, 2020

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Troy, 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
(9/17/2020)

IAR

Tennessee
(1/6/2025)

IAR

Texas
(9/18/2020)

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 65

Date: 8/11/2017

Uniform Investment Adviser Law 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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Robert J. Yarmak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Yarmak's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREYSTONE FINANCIAL GROUP, LLC

POLARIS GREYSTONE ADVISORY GROUP, LLC

POLARIS WEALTH ADVISORY GROUP

POLARIS GREYSTONE ADVISORY GROUP, LLC

Primary Firm SEC Registration

GREYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2017

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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