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SD

Sam H. Degreen

DEGREEN PRIVATE WEALTH
SCOTTSDALE, AZ 85260
Some features on this profile are disabled
CRD#: 6932311
SD

Professional summary

Sam Howard Degreen, who also goes by Sam Degreen, is a registered financial advisor currently at DEGREEN PRIVATE WEALTH, LLC located in Scottsdale, Arizona.

Sam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sam has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sam Degreen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sam Howard Degreen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 24, 2024 - Present

DEGREEN PRIVATE WEALTH, LLC

Office #1: 14301 N 87th St Suite 117, Scottsdale, AZ 85260
RIA
CRD#: 332192
SCOTTSDALE, AZ
Past

November 30, 2021 - July 22, 2024

ALLWORTH FINANCIAL, L.P.

RIA
CRD#: 111167
Phoenix, AZ
Past

May 15, 2018 - December 10, 2021

DEGREEN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 147074
PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DP
DEGREEN PRIVATE WEALTH, LLC
DEGREEN PRIVATE WEALTH, LLC | GIBSON PRIVATE WEALTH, LLC

CRD#: 332192 / SEC#: 801-130724

RIA
Registered Investment Advisory firm - (7/22/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/24/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/27/2018
Uniform Investment Adviser Law Examination

Current Firm

DP
DEGREEN PRIVATE WEALTH, LLC
DEGREEN PRIVATE WEALTH, LLC | GIBSON PRIVATE WEALTH, LLC

CRD#: 332192 / SEC#: 801-130724

RIA
Registered Investment Advisory firm - (7/22/2024 Approved)
PREMIUM
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Contact information

Main Address
14301 N 87th St Suite 117, Scottsdale, AZ 85260
Mailing Address
Phone number
(440) 409-6352
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts261
AUM (Assets Under Management)$ 132,808,620

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DEGREEN PRIVATE WEALTH, LLC

CRD#: 332192Scottsdale, AZ 85260

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