Deeann Griebel
Deeann Griebel is a registered investment advisor at Moors & Cabot, INC, based in Phoenix, AZ, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,074 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
645 East Missouri Avenue, Suite 170, Phoenix, AZ, 85012
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2013Other Business Activities
Deeann is a member of the investment committee for Friends of Public Radio Arizona. She dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.