Steven Grist, financial advisor Grapevine TX
93 score

Steven Grist

CRD Number: 5322891
Current Firm: Legacy 401k Partners, LLC

Steven Grist (CRD# 5322891) is an Investment Advisor Representative working at Legacy 401k Partners, LLC in Grapevine, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy 401k Partners, LLC Dallas, TX Jun 2015 - Current 1
Isc Advisors, Inc. Dallas, TX Feb 2014 - Aug 2015 1
Institutional Securities Corp Dallas, TX Jan 2008 - Aug 2015 7
Isc Group, Inc. Dallas, TX Jan 2008 - Nov 2014 6
University Of Texas At Dallas Richardson, TX Aug 2005 - May 2008 2
Axa Advisors, LLC New York, NY Apr 2007 - Oct 2007 < 1
Next Process Dallas, TX Feb 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Steven B. Grist
Phone Number: (817) 729-6410
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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