AdvisorOS Directory
Claim Profile
SG

Stephanie Dynette Greer

PATRIOT WEALTH MANAGEMENT, INC.·HOUSTON, Texas
Unclaimed Profile
5847 SAN FELIPE, HOUSTON, TX 77057CRD# 2203125Firm CRD# 130447
01

About

Stephanie Dynette Greer is a registered financial advisor based in HOUSTON, Texas, affiliated with PATRIOT WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATRIOT WEALTH MANAGEMENT, INC.
PATRIOT WEALTH MANAGEMENT, INC.
AUM
$1.9B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at PATRIOT WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2203125
Firm CRD# 130447
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephanie Dynette Greer offer?
Stephanie Dynette Greer specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Stephanie Dynette Greer's credentials?
Stephanie Dynette Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Dynette Greer located?
Stephanie Dynette Greer is based in HOUSTON, Texas, working with PATRIOT WEALTH MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Stephanie Dynette Greer charge for services?
Stephanie Dynette Greer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATRIOT WEALTH MANAGEMENT, INC.?
PATRIOT WEALTH MANAGEMENT, INC. has approximately 15 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PATRIOT WEALTH MANAGEMENT, INC.

Billie Stanley Murski
HOUSTON, TX
Jeffrey Ronald Swantkowski
HOUSTON, TX
Robert Charles Leslie
HOUSTON, TX
Todd Edward Hanslik
HOUSTON, TX
Anna Maria Jones
HOUSTON, TX
Charles David Scavone
HOUSTON, TX

More Advisors in HOUSTON, Texas

Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Vernon Keith Roberts
CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, TX
Arthur Daniel Farr
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Daryoush Niknejad
VOSS CAPITAL LLC·HOUSTON, TX
Fredric Mark Edelman
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile