Deborah
Maret

Rubinbrown Advisors LLC

CRD#2548059
Investment Advisor
in Saint Louis, MO

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About this Advisor

Deborah Maret is a financial advisor working out of Saint Louis, Missouri with 6 years of relevant experience. Maret is currently employed by Rubinbrown Advisors LLC. During their career, the advisor has held roles at Stone Carlie Wealth Advisors, L.L.C, Bdo Wealth Advisors, LLC and Rubinbrown Advisors LLC. Maret holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Missouri. Rubinbrown Advisors LLC is a company based in Saint Louis, MO. It has offices in four locations and a total of 29 financial advisors. It administers $2 billion in assets under management among its 3,379 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 3,379 client accounts, 65% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services are offered. However, fees charged by Rubinbrown Advisors LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7676 Forsyth Blvd. Suite 2100
Saint Louis, MO 63105

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Rubinbrown Advisors LLC Brokerage Details

Total Assets Under Management

$2,115,190,668

MO Average: $11,469,110,461
Total Number of Employees

29

MO Average: 458
Total Number of Accounts

3,379

MO Average: 33,415
Average Account Size

$625,981

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Deborah Maret Work History

Deborah has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Rubinbrown Advisors LLC

2015 - 2017 (2 years)

Bdo Wealth Advisors, LLC

2002 - 2015 (13 years)

Stone Carlie Wealth Advisors, L.L.C

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deborah Maret to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rubinbrown Advisors LLC

John Russo
Saint Louis, MO
Christopher Wurst
Denver, CO
Jason Uetrecht
Saint Louis, MO
Daniel Courtney
Denver, CO
Edita Kovacevic
Saint Louis, MO
Michael Bean
Leawood, KS
Diane Dercher
Leawood, KS
Gregory Osborn
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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