Gregory Lewis Stephens
Investment Adviser Representative at Kingswood Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gregory Lewis Stephens is an investment adviser representative with Kingswood Wealth Advisors, LLC in Snellville, GA, where they have been registered since 2024. They have worked in the securities industry since 1996 and have been registered with 6 firms, including Eudaimonia Partners, LLC and Wells Fargo Advisors Financial Network, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in 9 states.
Registrations & licenses
- Investment adviser:
- Alabama, Arizona, California, Florida, Georgia, Indiana, Ohio, Oregon, Texas
- Broker:
2 states and territories
Georgia, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Harmony Grove Wealth Management, LLCSep 2016 – Aug 2019Athens, GA
- Eudaimonia Partners, LLC DBA Phoenix Asset Advisors LLCSep 2016 – Mar 2025Snellville, GA
- MS Howells & CoSep 2016 – Oct 2025Scottsdale, AZ
- Kingswood Wealth AdvisorsJul 2024 – no end date reportedSnellville, GA
- Kingswood Capital PartnersNov 2025 – no end date reportedSnellville, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kingswood Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 120
- Offices listed on AdvisorFinder:
- 44
- Main office:
- San Diego, CA
- SEC file number:
- 801-110755
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Kingswood Wealth Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Lewis Stephens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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