Debra Fain Grauel
Investment adviser representative at Money Concepts Advisory Service
29 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Money Concepts Capital CorpJul 2023 to now
- Cetera Investment Advisers LLCJun 2023 to Jul 2023
- Cetera Advisor Networks LLCSep 2019 to Jul 2023
- Summit Financial Group IncSep 2005 to May 2021
- Summit BrokerageAug 2005 to Sep 2019
- Pride of AfricaSep 1994 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4532575
- Firm CRD
- 12963