This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GREYSTONE CAPITAL PARTNERS GROUP LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 14, 2007

First registration

Jun 19, 2007

Dual registered

no

Other names

MARILEE SUE MANZELMANN|MARILEE LONERGAN|MARILEE SUE LONERGAN

IAPD individual key

5327752

• Occurred

  Feb 5, 2025
  Advisor changed firm

  Marilee Sue Lonergan left Equitable Advisors, Llc for Greystone Capital Partners Group Llc (registered 2025-03-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8e13bf54-10f9-6936-1d32-37ff644bca9f

First observed

Jun 19, 2007

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.