Todd Moss
Greystone Financial Group · Bloomfield Hills, Michigan
Todd Moss is a fee-only financial advisor at Greystone Financial Group in Bloomfield Hills, Michigan, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 1101733 |
| Exams passed | Series 63 (1983) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.greystonefg.com |
| Profile |
How Todd'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 Todd
Is Todd Moss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?
Todd's firm, Greystone Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Todd Moss based?
Todd Moss is based in Bloomfield Hills, Michigan.
What credentials does Todd Moss hold?
Todd Moss holds the CFP credential.
Is Todd Moss registered with the SEC?
Yes. Todd Moss is registered as an investment adviser representative in MI and TX (CRD 1101733), 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 Todd Moss?
Through Todd'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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