SG
Stephen L. Griner
PERSIUM ADVISORS
Atlanta, GA 30328
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CRD#: 4468126
SG
Professional summary
Stephen Lyle Griner is a registered financial advisor currently at PERSIUM ADVISORS, LLC located in Atlanta, Georgia.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Stephen has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. PARTNER OF NAVIX HOLDINGS, LLC WHICH DEVELOPS EXIT PLANNING TOOLS THAT ARE LEASED TO PERSIUM CONSULTING, LLC. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. SEPTEMBER 2010. MR.GRINER DEVOTES LESS THAN 5 HRS/MONTH, ALL DURING TRADING HOURS. NON-INVESTMENT RELATED. 2. MANAGING PARTNER OF PALMARES CAPITAL PARTNERS, LLC WHICH IS AN INVESTMENT FIRM THAT PROVIDES INVESTMENT CAPITAL TO LOWER MIDDLE MARKET COMPANIES. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. JUNE 2016. MR. GRINER DEVOTES LESS THAN 20 HRS/MONTH TO THE BUSINESS, 10 OF WHICH ARE DURING TRADING HOURS. INVESTMENT RELATED. 3. BUSINESS EXECUTIVES FOR NATIONAL SECURITY: SOUTHEAST MEMBERSHIP COMMITTEE CO-VICE CHAIR AND EXECUTIVE COMMITTEE. MR. GRINER DEVOTES 4 HRS/MONTH, 2 OF WHICH ARE DURING TRADING HOURS. WASHINGTON, DC. JANUARY 2019. NON-INVESTMENT RELATED. 4. CITY ACADEMY OF ATLANTA: PRESIDENT OF BOARD OF DIRECTORS AND FINANCE COMMITTEE 4 HRS/MONTH, NONE OF WHICH ARE DURING TRADING HOURS. ATLANTA, GA. MARCH 2021. NON-INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Lyle Griner'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®
NoneExperience
Current
July 21, 2010 - Present
PERSIUM ADVISORS, LLC
Office #1: 2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328RIA
CRD#: 128335
Atlanta, GA
Past
March 29, 2004 - July 2, 2010
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ATLANTA, GA
Past
March 29, 2004 - July 2, 2010
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ATLANTA, GA
Past
April 30, 2003 - March 26, 2004
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ATLANTA, GA
Past
February 7, 2002 - March 26, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
February 7, 2002 - March 26, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
PA
PERSIUM ADVISORS, LLC
MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC
CRD#: 128335 / SEC#: 801-71127
RIA
Registered Investment Advisory firm - (3/9/2010 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.Highlighted states indicate IAR registrations
IAR
Alabama(1/8/2024)
IAR
Georgia(7/21/2010)
IAR
Texas(12/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PA
PERSIUM ADVISORS, LLC
MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC
CRD#: 128335 / SEC#: 801-71127
RIA
Registered Investment Advisory firm - (3/9/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328
Mailing Address
Phone number
(678) 322-3000
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 421 |
| AUM (Assets Under Management) | $ 456,271,837 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | ||
| 08/06/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
