Eric Moss
Greystone Financial Group · Bloomfield Hills, Michigan
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.
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Facts
| Firm | Greystone Financial Group |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $494.9M across 1,264 accounts |
| SEC registration | Investment adviser representative in CA, MI, TX · CRD 6396665 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.greystonefg.com |
| Profile |
How Eric's firm compares
- Greystone Financial Group's average account is about $392,000, from its Form ADV (assets managed divided by 1,264 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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