Stephanie Griebel has been an investment adviser representative at Davis Wealth Advisors since July 2022, and is not listed among the firm’s executive officers or direct owners. Stephanie Griebel studied at Northeastern University.
Davis Wealth Advisors LLC is a Salem, NH firm with $197M under management, 92 clients and 5 advisers across 5 offices, as of its July 2026 filing.
Stephanie Griebel is Senior Wealth Advisor of Davis Wealth Advisors, based in Salem, NH. Griebel began on the foreign exchange trading floor of State Street Bank, followed by currency trading and portfolio management at State Street Bank, State Street Associates and Wellington Management. Griebel built two financial planning firms, Artemis Financial Advisors and Paladin Advisors, and most recently was an advisor at Resolute Financial.
Stephanie Griebel’s longest registration was 5 years at Resolute Financial, LLC (2017–2022). Before joining Davis Wealth Advisors in 2022, Stephanie Griebel was registered through Resolute Financial, LLC and KPF Global.
- Resolute Financial, LLC– · 5 yearsNewburyport, MA · Adviser representative · Firm CRD 125739
- KPF Global– · 4 yearsKensington, NH · Adviser representative · Firm CRD 158478
- Artemis Financial Advisors LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 146203
Professional designations
Listed by Davis Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephanie Griebel is registered as an investment adviser representative in 2 states. The first approvals date from July 2022; the most recent is Massachusetts, in August 2022.
- MassachusettsSince 2 August 2022
- New HampshireSince 29 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Castonguay Griebel
- CRD
- 5879108
- Firm
- Davis Wealth Advisors · CRD 287736
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- daviswealthadvisors.net
Where does Stephanie Griebel work?
Stephanie Griebel is an investment adviser representative registered through Davis Wealth Advisors LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Griebel a financial advisor?
Yes. Stephanie Griebel has a current investment-adviser registration in Massachusetts and New Hampshire, through Davis Wealth Advisors since July 2022.
How many years of experience does Stephanie Griebel have?
Stephanie Griebel has 15 years in the financial industry, since September 2011, across 4 adviser firms.
What exams has Stephanie Griebel passed?
Stephanie Griebel passed the Series 65 in March 2011.
Where did Stephanie Griebel work before Davis Wealth Advisors?
Before Davis Wealth Advisors, Stephanie Griebel was registered through Resolute Financial, LLC, January 2017 to July 2022; KPF Global, August 2011 to July 2016; Artemis Financial Advisors LLC, March 2011 to November 2011.
Is Stephanie Griebel registered with FINRA?
No. Stephanie Griebel has no current broker registration.
Is Stephanie Griebel a CFP?
Davis Wealth Advisors lists Stephanie Griebel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Stephanie Griebel biography, daviswealthadvisors.net
How can I verify Stephanie Griebel’s record?
Search CRD 5879108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Griebel’s full registration record.