Norman C. Leon

GREYSTONE FINANCIAL GROUP

Bloomfield Hills, MI 48302-0324

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CRD#: 5832014

Professional summary

Norman Charles Leon, who also goes by Norm Leon, is a registered financial advisor currently at GREYSTONE FINANCIAL GROUP, LLC located in Bloomfield Hills, Michigan.

Norman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Norman has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Norm Leon

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 Norman Charles Leon'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

August 28, 2023 - Present

GREYSTONE FINANCIAL GROUP, LLC

Office #1: 665 Hulet Dr., Bloomfield Hills, MI 48302-0324

RIA

CRD#: 306595

Bloomfield Hills, MI

Past

October 19, 2010 - September 5, 2023

RETIREMENT FUNDING ADVISORS INC.

RIA

CRD#: 113016

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
(8/28/2023)

IAR

Texas
(8/29/2023)

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 65

Date: 8/28/2010

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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Norman C. Leon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Charles Leon's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREYSTONE FINANCIAL GROUP, LLC

RETIREMENT FUNDING ADVISORS INC.

Primary Firm SEC Registration

GREYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2010

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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