Debra Meyer (CRD# 7355832) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moonstone Asset Management | Northbrook, IL | Jul 2018 - Current | 5 |
| Grubhub | Chicago, IL | Jul 2016 - Jul 2018 | 2 |
| Unemployed | Chicago, IL | Apr 2016 - Jul 2016 | < 1 |
| Huron Consulting Group | Chicago, IL | Sep 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- IL
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$784,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
IL
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