SG
Sharon L. Grinestaff
ATLAS PRIVATE WEALTH ADVISORS
Salisbury, MD 21801
Some features on this profile are disabled
CRD#: 3161731
SG
Professional summary
Sharon Lawson Grinestaff, AIF®, who also goes by Sharon Lawson Dickey, is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in Salisbury, Maryland and LPL FINANCIAL LLC located in Berlin, Maryland.
Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Sharon has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sharon Lawson Dickey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 9/14/2015: Crump Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance-commission trails only - Started 09/10/2015 - 0 Hours Per Month 2. 5/9/2019 - Be More Healthy, Wealthy and Wise, LLC - Not Investment Related - At Reported Business Location(s) & speaking engagements on site. - Other-Business Owner - Started 02/29/2016 - 10 Hours Per Month/1 Hour During Securities Trading - Empowering and inspiring individuals to be more healthy and wealthy by providing basic education and tips via ebooks, social media, blog, and websites. 3) 05/16/2025 - Atlas Private Wealth Advisors - Investment Related - At reported business locations - DBA for LPL Business (entity for LPL business) - Start Date:05/07/2025 - 12 Hrs/Mth - 12 Hrs During Trading. 4) 10/10/2025 - Atlas Private Wealth Advisors - Investment Related- Registered Investment Advisor Hybrid - At reported business locations - Start Date:05/09/2025 - 12 Hrs/Mth - 12 Hrs During Trading.I provide investment advisory services through Atlas Private Wealth Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 12 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Lawson Grinestaff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 8, 2025 - Present
ATLAS PRIVATE WEALTH ADVISORS
Office #1: 114 Baptist St., Salisbury, MD 21801RIA
CRD#: 283744
Salisbury, MD
Current
October 7, 2009 - Present
LPL FINANCIAL LLC
Office #2: 114 Baptist St., Salisbury, MD 21801RIA
BD
CRD#: 6413
Berlin, MD
Past
October 7, 2009 - September 8, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
BALTIMORE, MD
Past
October 20, 2008 - September 28, 2009
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
WESTMINSTER, MD
Past
October 20, 2008 - September 28, 2009
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
WESTMINSTER, MD
Past
November 19, 2004 - September 16, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
BALTIMORE, MD
Past
November 19, 2004 - September 16, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
BALTIMORE, MD
Past
May 12, 1999 - December 1, 2004
OSAIC FA, INC.
RIA
CRD#: 3978
LUTHERVILLE, MD
Past
January 21, 1999 - December 1, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 21, 1999 - December 1, 2004
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
Registered Investment Advisory firm - (6/13/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/29/2023)
RR
Colorado(10/25/2018)
RR
Delaware(10/7/2009)
RR
Florida(10/7/2009)
RR
Georgia(2/23/2021)
RR
Kansas(8/29/2022)
RR
Maryland(10/7/2009)
IAR
Maryland(10/8/2025)
RR
North Carolina(9/8/2010)
RR
Pennsylvania(10/7/2009)
RR
South Carolina(12/18/2020)
RR
Virginia(10/7/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
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Contact information
Main Address
331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701
Mailing Address
Phone number
(888) 996-2666
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,524 |
| AUM (Assets Under Management) | $ 688,121,996 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATLAS PRIVATE WEALTH ADVISORS
CRD#: 283744Salisbury, MD 21801TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
