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Principal · Greystone Financial & Estate Services, Inc.

Cleona L. Hernandez

CRD 2061426 · Named on Form ADV at one SEC-registered adviser

At a glance

Greystone Financial & Estate Services, Inc., an SEC-registered wealth manager based in Kirkland, WA with $117 million in regulatory assets, lists Cleona L. Hernandez on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Cleona’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John W. RobertsonPrincipal/chief Compliance Officer, Greystone Financial & Estate Services, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cleona’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.