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Sam Howard Degreen

Degreen Private Wealth, LLC

Scottsdale, AZ

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Current Employers
Degreen Private Wealth, Llc

14301 N 87Th St Suite 117, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-07-24
  • AZ RA
    APPROVED
    Since 2024-07-24

Branch Locations

14301 N 87Th St Suite 117, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Degreen Capital Management, Llc Phoenix AZ 02/2017 11/2021
Berklee College Of Music Boston MA 02/2013 12/2017
Allworth Financial, L.P. Phoenix AZ 11/2021 07/2024
Degreen Private Wealth, Llc Scottsdale AZ 07/2024 Present
Previous Registrations
  • 2021-11-30 → 2024-07-22
    Allworth Financial, L.P.
    Phoenix, AZ
    Folsom, CA
  • 2018-05-15 → 2021-12-10
    Degreen Capital Management, Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-27
  • S65 Uniform Investment Adviser Law Examination
    2018-03-27
Other Names
  • Sam Degreen

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
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