Stephen Lyle Griner
Investment adviser representative at Persium Advisors, LLC
16 yearsExperience
4 statesRegistered in
CFADesignation
$583.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Persium Advisors, LLCJun 2010 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (AL, GA, NY, TX).
Persium Advisors, LLC
$583.6MAssets managed
177Clients
12Advisers
16 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
- 4468126
- Firm CRD
- 128335