Unclaimed Profile

Michael Robert Reed

GREYSTONE INVESTMENT MANAGEMENT, LLC·CINCINNATI, Ohio

Series 6, Series 7, Series 63Clean record19 years registeredGREYSTONE INVESTMENT MANAGEMENT, LLC

3805 EDWARDS ROAD, CINCINNATI, OH 45209CRD# 2640374Firm CRD# 111084

Profile Verification

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

Identity

Michael Robert Reed · CINCINNATI, OH

Registration

CRD #2640374 · GREYSTONE INVESTMENT MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Mar 2024 – present

MADISON WEALTH MANAGEMENT

Jan 2019 – Jan 2024

CINCINNATI, OH

GREYSTONE INVESTMENT MANAGEMENT, LLC

Nov 2006 – Jan 2019

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · November 16, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREYSTONE INVESTMENT MANAGEMENT, LLC

CRD 111084 · SEC 801-58150

AUM

$301M

Regulatory assets under management

Employees

325 client accounts

Services offered by GREYSTONE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREYSTONE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Robert Reed offer?

Michael Robert Reed specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Michael Robert Reed's credentials?

Michael Robert Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Robert Reed located?

Michael Robert Reed is based in CINCINNATI, Ohio, working with GREYSTONE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Michael Robert Reed charge for services?

Michael Robert Reed's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREYSTONE INVESTMENT MANAGEMENT, LLC?

GREYSTONE INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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