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Thomas Wood Ausfahl

GREYSTONE WEALTH ADVISORS LLC·RYE BROOK, New York
Series 65Clean record15 years registeredGREYSTONE WEALTH ADVISORS LLC
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 5855446Firm CRD# 126020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Wood Ausfahl · RYE BROOK, NY
Registration
CRD #5855446 · GREYSTONE WEALTH ADVISORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

MODERA WEALTH MANAGEMENT, LLC
Jan 2022 – present
GREYSTONE WEALTH ADVISORS LLC
Nov 2010 – Jan 2022
RYE, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 6, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREYSTONE WEALTH ADVISORS LLC
CRD 126020 · SEC 801-61920
AUM
$313M
Regulatory assets under management
Employees
4
480 client accounts
Services offered by GREYSTONE WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREYSTONE WEALTH ADVISORS LLC →
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05

Frequently Asked Questions

What services does Thomas Wood Ausfahl offer?
Thomas Wood Ausfahl specializes in Financial Planning, Investment Management. Contact their office in RYE BROOK, New York for a consultation.
What are Thomas Wood Ausfahl's credentials?
Thomas Wood Ausfahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Wood Ausfahl located?
Thomas Wood Ausfahl is based in RYE BROOK, New York, working with GREYSTONE WEALTH ADVISORS LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Thomas Wood Ausfahl charge for services?
Thomas Wood Ausfahl'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 WEALTH ADVISORS LLC?
GREYSTONE WEALTH ADVISORS LLC has approximately 4 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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