Stephanie Castonguay Griebel

Employer firm

Davis Wealth Advisors CRD 287736

$197M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• BUSINESS AND FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 07/2022
  Resolute Financial, Llc
  Newburyport, MA
• 08/2016 → 12/2016
  Unemployed
  Na, NH
• 07/2022 → Present
  Davis Wealth Advisors
  Salem, NH

Previous Registrations

• 2017-01-12 → 2022-07-26
  Resolute Financial, Llc
  Newburyport, MA
  Portsmouth, NH
• 2011-08-25 → 2016-07-19
  Paladin Advisors, Llc
  Kensington, NH
• 2011-03-09 → 2011-11-28
  Artemis Financial Advisors
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-08

Designations

• Certified Financial Planner