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GREYTOWN ADVISORS

MIAMI, FL · CRD 166629 · IAPD ↗ · greytownadvisors.com · 305-901-1600

$846.7MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
7Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — GREYTOWN ADVISORS (MIAMI, FL) left the SEC roster (was $846.7M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
November 2024 — GREYTOWN ADVISORS's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
May 2024 — GREYTOWN ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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