# Eric Moss

> Eric Moss is a fee-only financial advisor at Greystone Financial Group in Bloomfield Hills, Michigan. Greystone Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-moss/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Greystone Financial Group
- **Based in:** Bloomfield Hills, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $494.9M across 1,264 accounts
- **CRD:** 6396665 (https://adviserinfo.sec.gov/individual/summary/6396665)
- **SEC registration:** Investment adviser representative in CA, MI, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.greystonefg.com

## Frequently asked questions

### Is Eric Moss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Greystone Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Greystone Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Eric Moss based?

Eric Moss is based in Bloomfield Hills, Michigan.

### Is Eric Moss registered with the SEC?

Yes. Eric Moss is registered as an investment adviser representative in CA, MI and TX (CRD 6396665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greystone Financial Group manage?

Greystone Financial Group reports $494.9M across 1,264 accounts in assets under management.

### How do I contact Eric Moss?

Through Eric's website, www.greystonefg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6396665): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.