Greystoke Consulting, Inc., a Registered Investment Advisor, offers the information and calculators in this website to a broad audience who may visit this website at any time. Individual situations and circumstances vary. Be sure to consult your accountant, attorney and/or financial advisor before implementing anything discovered here. The Firm will register in other jurisdictions when required. In general, a registration is required in a state where the Firm: (i) has a place of business; (ii) holds itself out as an investment advisor; (iii) has more than five (5) clients (the statutory minimum varies from state-to-state); or (iv) has IARs with a place of business in that state. The CCO shall ensure that the Firm is at all times properly registered and its IARs are licensed as required by applicable federal and state rules and regulations.
