Sharon Grinestaff
Sharon Grinestaff is a registered investment advisor at Atlas Private Wealth Advisors, based in Red Bank, NJ, with 27 years of industry experience. Sharon 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharon receives commission trails from non-variable insurance through Crump Insurance Services since 2015, but spends no time on it. She also owns Be More Healthy, Wealthy and Wise, LLC, empowering individuals through education and tips, dedicating a few hours per week. Finally, Sharon operates under the DBA Atlas Private Wealth Advisors for her LPL business, spending a few hours per week on it.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
PNC InvestmentsBroker
PNC Investments
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
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.