Brian Stone has been an investment adviser representative at Greystone Financial Group since September 2020, and is not listed among the firm’s executive officers or direct owners. Brian Stone holds a Bachelor of Business Administration in Business Management and Economics from Northwood University.
Greystone Financial Group, LLC is a Bloomfield Hills, MI firm with $495M under management, 582 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Brian Stone is Director of Greystone Financial Group. He started his career in the financial services industry in 2002 and assists clients with everyday financial planning needs. His areas of focus are retirement planning, insurance planning, estate planning and portfolio management.
Brian Stone’s longest registration is the current one, 6 years at Greystone Financial Group since 2020. Before joining Greystone Financial Group in 2020, Brian Stone was registered through Polaris Greystone Financial Group, LLC and Greystone Financial Group, Inc.
- – present · 6 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 306595
- Polaris Greystone Financial Group, LLC– · 4 yearsTroy, MI · Adviser representative · Firm CRD 158718
- Greystone Financial Group, Inc.– · 2 yearsTroy, MI · Adviser representative · Firm CRD 112683
- Key Investment Services LLC– · 3 yearsDearborn, MI · Adviser representative · Firm CRD 136300
- Chase Investment Services Corp.– · 1 yearDearborn Height, MI · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Brian Stone is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2020; the most recent is Texas, in March 2023.
- MichiganSince 16 September 2020
- TexasResidentSince 20 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 23 May 2002 |
| Series 66 | Uniform Combined State Law Examination | 15 April 2002 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Brian A Stone
- CRD
- 4504731
- Firm
- Greystone Financial Group · CRD 306595
- Office
- 665 Hulet Dr., Bloomfield Hills, MI 48302-0324
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greystonefg.com
Where does Brian Stone work?
Brian Stone is an investment adviser representative registered through Greystone Financial Group, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brian Stone a financial advisor?
Yes. Brian Stone has a current investment-adviser registration in Michigan and Texas, through Greystone Financial Group since September 2020.
How many years of experience does Brian Stone have?
Brian Stone has 18 years in the financial industry, since July 2008, across 5 adviser firms.
What exams has Brian Stone passed?
Brian Stone has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in April 2002.
Where did Brian Stone work before Greystone Financial Group?
Before Greystone Financial Group, Brian Stone was registered through Polaris Greystone Financial Group, LLC, December 2015 to August 2020; Greystone Financial Group, Inc. (CRD 112683), October 2013 to December 2015; Key Investment Services LLC, March 2009 to July 2012; Chase Investment Services Corp., February 2007 to January 2009.
Where is Brian Stone based?
Brian Stone’s registered office is in Bloomfield Hills, MI.
Is Brian Stone registered with FINRA?
No. Brian Stone has no current broker registration.
How can I verify Brian Stone’s record?
Search CRD 4504731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Stone’s full registration record.
