Meredith Graeber (CRD# 7472806) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Spring, TX and has over 2 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel Independent Advisors, LLC | Woodlands, TX | Nov 2022 - Current | 1 |
Morgan Stanley Private Bank, N.a | New York, NY | Feb 2022 - Nov 2022 | < 1 |
Morgan Stanley | Woodlands, TX | Dec 2021 - Nov 2022 | < 1 |
Sugar And Stitch Bakery | Spring, TX | May 2016 - Nov 2021 | 5 |
Abby Lane Baby | Spring, TX | Mar 2012 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- TX
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Total Assets Under Management3,557MILLIONS
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Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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