Dennis Grinestaff
Dennis Grinestaff is a registered investment advisor at Atlas Private Wealth Advisors, based in Red Bank, NJ, with 25 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Criminal
August 1999Other Business ActivitiesSells Insurance
Dennis is co-president of Shariden Consulting and Wealth Management and uses Crump Insurance Services to facilitate the purchase of non-variable life insurance, dedicating a few hours per week to this. He also submits health insurance applications through Kelly and Associates, spending minimal time on this activity.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Mony Securities CorporationBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.