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John William Tadashi Robertson

Principal/Chief Compliance OfficerGreystone Financial & Estate Services, Inc.CRD 6786384

About John William Tadashi Robertson

John William Tadashi Robertson is listed as Principal/Chief Compliance Officer at Greystone Financial & Estate Services, Inc. in Kirkland, WA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Greystone Financial & Estate Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John William Tadashi Robertson work?

John William Tadashi Robertson is listed as Principal/Chief Compliance Officer at Greystone Financial & Estate Services, Inc. on SEC Form ADV.

How much of Greystone Financial & Estate Services, Inc. does John William Tadashi Robertson own?

Form ADV reports a beneficial ownership band of 50-75%.

Greystone Financial & Estate Services, Inc.

TitlePrincipal/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2019
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