Dennis Wayne Grinestaff
Investment adviser representative at Atlas Private Wealth Advisors
17 yearsExperience
1 stateRegistered in
$859.8MFirm assets
10 yearsFirm in business
Are you Dennis Wayne Grinestaff? Claim your profile
Contact this firm
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
Experience
17 years in the industry.
- Atlas Private Wealth AdvisorsMay 2025 to now
- LPL Financial LLCJan 2009 to now
- Shariden Consulting and Wealth Management, LLCFeb 2011 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
Atlas Private Wealth Advisors
Legal name: Atlas Private Wealth Advisors, LLC
$859.8MAssets managed
1,223Clients
19Advisers
10 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
- 3126040
- Firm CRD
- 283744