Advisor at DeGreen Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DeGreen Private Wealth, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 65
Industry experience
7 years
Sam De Green is the principal advisor at DeGreen Private Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Allworth Financial, L.P. and DeGreen Capital Management, LLC. Before entering the financial industry, he worked at Berklee College of Music for four years. DeGreen Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolios using a range of securities and employs diverse analytic methods, including fundamental and quantitative analysis, along with corporate planning services and oversight of third-party managers.
Based on DeGreen Private Wealth, LLC
Based on DeGreen Private Wealth, LLC
$2,500 to $10,000 for financial planning and consulting services
$0 - $249,999.99: 1.59% $250,000 - $499,999.99: 1.49% $500,000 - $999,999.99: 1.39% $1,000,000 - $1,999,999.99: 1.25% $2,000,000 - $3,999,999.99: 1.20% $3,000,000 - $4,999,999.99: 0.95% $5,000,000 - $9,999,999.99: 0.85% $10,000,000+: 0.75%
14301 N 87 Th St, Suite 117
Scottsdale, AZ 85260
Arizona
DeGreen Private Wealth, LLC
2024 - Present (2 years)
Allworth Financial, L.P.
2021 - 2024 (3 years)
DeGreen Capital Management, LLC
2017 - 2021 (4 years)
Berklee College of Music
2013 - 2017 (4 years)
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