Unclaimed Profile

Kristie Lee Guadiano

GREYSTONE FINANCIAL GROUP, LLC·BLOOMFIELD HILLS, Michigan

Clean recordGREYSTONE FINANCIAL GROUP, LLC

665 HULET DR., BLOOMFIELD HILLS, MI 48302-0324CRD# 5096290Firm CRD# 306595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristie Lee Guadiano · BLOOMFIELD HILLS, MI

Registration

CRD #5096290 · GREYSTONE FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kristie Lee Guadiano is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with GREYSTONE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GREYSTONE FINANCIAL GROUP, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREYSTONE FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5096290

Firm CRD# 306595

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristie Lee Guadiano offer?

Kristie Lee Guadiano specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Kristie Lee Guadiano's credentials?

Kristie Lee Guadiano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristie Lee Guadiano located?

Kristie Lee Guadiano is based in BLOOMFIELD HILLS, Michigan, working with GREYSTONE FINANCIAL GROUP, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Kristie Lee Guadiano charge for services?

Kristie Lee Guadiano's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREYSTONE FINANCIAL GROUP, LLC?

GREYSTONE FINANCIAL GROUP, LLC has approximately 21 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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