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Chief Financial Officer · Portfolio Strategies Inc

Lindsey E. Grier

CRD 5772661 · Named on Form ADV at one SEC-registered adviser

At a glance

Portfolio Strategies Inc, an SEC-registered wealth manager based in Tacoma, WA with $50 million in regulatory assets, lists Lindsey E. Grier on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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Lindsey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.