Eric Moss
Advisor at Greystone Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Greystone Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48302-0324
Credentials
Series 66
Industry experience
10 years
Eric Moss is a financial advisor at Greystone Financial Group, LLC in Bloomfield Hills, MI, holding a Series 66 designation with 10 years of industry experience. He previously worked at TD Ameritrade and J.P. Morgan Securities LLC. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses, providing investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach combining fundamental and technical analysis, offering diversified ETF strategies, dividend-focused equity strategies, tax-sensitive portfolios, and higher-volatility options including innovation themes and cryptocurrency-linked products.
Based on Greystone Financial Group, LLC
Based on Greystone Financial Group, LLC
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.000% $5,000,001 - $10,000,000: 0.900% $10,000,001 - $20,000,000: 0.800% $20,000,001+: 0.700%
Fee-only: Annual management fees based on asset tiers as listed; no commissions or sales charges.
665 Hulet Dr.
Bloomfield Hills, MI 48302-0324
California · Michigan · Texas
Greystone Financial Group, LLC
2020 - Present (6 years)
TD Ameritrade
2017 - 2020 (3 years)
J.P. Morgan Securities
2015 - 2017 (2 years)
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