Todd Robinson Moss
Investment Adviser Representative at Greystone Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd Robinson Moss is an investment adviser representative with Greystone Financial Group, LLC in Bloomfield Hills, MI, where they have been registered since 2020. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Polaris Greystone Advisory Group, LLC and Polaris Greystone Financial Group, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Polaris Greystone Advisory Group, LLCApr 2014 – Jul 2020Bloomfield Hills, MI
- Polaris Greystone Financial Group, LLCOct 2015 – Jul 2020Troy, MI
- Greystone Financial Group, LLCJul 2020 – no end date reportedBloomfield Hills, MI
- Greystone Financial Group, Inc.Jan 1995 – Feb 2017Bloomfield Hills, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Greystone Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- First $500,0001.50%
- Next $500,0001.25%
- Next $4,000,0001.00%
- Next $5,000,0000.90%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Bloomfield Hills, MI
- SEC file number:
- 801-117913
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Greystone Financial Group, LLC
3 other advisors in the directory
Similar advisors in Bloomfield Hills, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Robinson Moss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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