Gregory Lewis Stephens
Investment adviser representative at Kingswood Wealth Advisors, LLC
10 yearsExperience
9 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kingswood Capital PartnersNov 2025 to now
- Kingswood Wealth Advisors, LLCJul 2024 to now
- Ms Howells & CoSep 2016 to Oct 2025
- Eudaimonia Partners, LLC dba Phoenix Asset Advisors LLCSep 2016 to Mar 2025
- Harmony Grove Wealth Management, LLCSep 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 9 states (AL, AZ, CA, FL, GA, IN, OH, OR, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2394057
- Firm CRD
- 288792