Dennis Grinestaff has been an investment adviser representative at Atlas Private Wealth Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners. Dennis Grinestaff holds a Bachelor of Arts from Randolph-Macon College.
Atlas Private Wealth Advisors, LLC is a Red Bank, NJ firm with $860M under management, 1,223 clients and 14 advisers across 13 offices, as of its July 2026 filing.
Dennis Grinestaff is a Senior Wealth Advisor of Atlas Private Wealth Advisors. He develops tailored investment strategies using risk-based metrics and financial planning analytics that align with each client's financial needs. He began his career as a bond trader in Richmond, Virginia, before joining LPL and founding Shariden Consulting & Wealth Management, LLC, which he ran for 14 years.
Dennis Grinestaff’s longest registration was 16 years at LPL Financial LLC (2009–2025). Before joining Atlas Private Wealth Advisors in 2025, Dennis Grinestaff was registered through LPL Financial LLC and Uvest Financial Services Group, Inc.
- – present · 1 yearSalisbury, MD · Adviser representative · Firm CRD 283744
- LPL Financial LLC– · 16 yearsBaltimore, MD · Adviser representative · Firm CRD 6413
- Uvest Financial Services Group, Inc.– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 13787
Professional designations
Listed by Atlas Private Wealth Advisors
- Accredited Wealth Management Advisor (AWMA)
Investment adviser representative registrations
Dennis Grinestaff is registered as an investment adviser representative in Maryland, since May 2025.
- MarylandSince 20 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 August 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 1999 |
| Series 7 | General Securities Representative Examination | 22 November 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dennis Wayne Grinestaff
- CRD
- 3126040
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Office
- 114 BAPTIST ST., Salisbury, MD 21801
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- atlasprivatewealthadvisors.com
Where does Dennis Grinestaff work?
Dennis Grinestaff is an investment adviser representative registered through Atlas Private Wealth Advisors, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Dennis Grinestaff a financial advisor?
Yes. Dennis Grinestaff has a current investment-adviser registration in Maryland, through Atlas Private Wealth Advisors since May 2025.
How many years of experience does Dennis Grinestaff have?
Dennis Grinestaff has 26 years in the financial industry, since April 2000, across 3 adviser firms.
What exams has Dennis Grinestaff passed?
Dennis Grinestaff has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in November 1998. FINRA credited Dennis Grinestaff with the SIE, which began in October 2018.
Where did Dennis Grinestaff work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Dennis Grinestaff was registered through Uvest Financial Services Group, Inc., January 2007 to December 2008.
Where is Dennis Grinestaff based?
Dennis Grinestaff’s registered office is in Salisbury, MD.
Is Dennis Grinestaff registered with FINRA?
Yes. Dennis Grinestaff has a current broker registration, under CRD 3126040.
Source: FINRA BrokerCheck
How can I verify Dennis Grinestaff’s record?
Search CRD 3126040 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dennis Grinestaff’s full registration record.
