Todd Moss has been Chief Compliance Officer of Greystone Financial Group since December 2020, is a control person of the firm and directly owns under 5% of it. Todd Moss holds a Bachelor of Arts in Public Administration from Michigan State 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.
Todd R. Moss is Managing Director of Greystone Financial Group. His responsibilities include working with the management team to set organizational goals, reviewing business financial activities, overseeing daily business operations, and implementing and reviewing policies and procedures. He brings over 40 years of experience in the wealth management industry to the firm.
Todd Moss’ longest registration was 11 years at Greystone Financial Group, Inc. (2005–2017). Before joining Greystone Financial Group in 2020, Todd Moss was registered through Polaris Greystone Advisory Group, LLC and Polaris Greystone Financial Group, LLC.
- – present · 6 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 306595
- Polaris Greystone Advisory Group, LLC– · 3 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 171405
- Polaris Greystone Financial Group, LLC– · 4 yearsTroy, MI · Adviser representative · Firm CRD 158718
- Polaris Greystone Advisory Group, LLC– · 2 yearsTroy, MI · Adviser representative · Firm CRD 171405
- Greystone Financial Group, Inc.– · 11 yearsTroy, MI · Adviser representative · Firm CRD 112683
Professional designations
Listed by Greystone Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Todd Moss is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is Texas, in February 2026.
- MichiganSince 29 July 2020
- TexasSince 3 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 16 February 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 November 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 May 1983 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Todd Robinson Moss
- CRD
- 1101733
- Firm
- Greystone Financial Group · CRD 306595
- Role
- Chief Compliance Officer
- Office
- 665 Hulet Dr., Bloomfield Hills, MI 48302-0324
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greystonefg.com
Where does Todd Moss work?
Todd Moss has been Chief Compliance Officer of Greystone Financial Group, LLC since December 2020, and is a control person of the firm.
Is Todd Moss a financial advisor?
Yes. Todd Moss has a current investment-adviser registration in Michigan and Texas, through Greystone Financial Group since July 2020.
How many years of experience does Todd Moss have?
Todd Moss has 21 years in the financial industry, since March 2005, across 4 adviser firms.
What exams has Todd Moss passed?
Todd Moss has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in May 1983.
Where did Todd Moss work before Greystone Financial Group?
Before Greystone Financial Group, Todd Moss was registered through Polaris Greystone Advisory Group, LLC, December 2014 to December 2016; Greystone Financial Group, Inc. (CRD 112683), March 2005 to February 2017.
Where is Todd Moss based?
Todd Moss’ registered office is in Bloomfield Hills, MI.
Is Todd Moss registered with FINRA?
No. Todd Moss has no current broker registration.
Is Todd Moss a CFP?
Greystone Financial Group lists Todd Moss with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Todd Moss’ record?
Search CRD 1101733 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Moss’ full registration record.