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GREYSTAR INVESTMENT GROUP, LLC

CHARLESTON, SC · CRD 160665 · IAPD ↗ · greystar.com · 843-579-9400

$36.50BRegulatory AUM
588Advisory reps
588Employees
0Clients
n/aPlanning clients
51Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — GREYSTAR INVESTMENT GROUP, LLC added office(s): 34 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — GREYSTAR INVESTMENT GROUP, LLC grew from 551 to 588 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — GREYSTAR INVESTMENT GROUP, LLC added office(s): 9 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — GREYSTAR INVESTMENT GROUP, LLC grew from 369 to 551 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — GREYSTAR INVESTMENT GROUP, LLC grew from 229 to 369 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.