CRD: 110484
Creative Resources Investment Advisors LLC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-1995
- Office Locations
- 2
Office Locations
About Creative Resources Investment Advisors LLC
Creative Resources is a multi-division wealth firm spanning CRIA (fee-based RIA) for customized portfolio management and retirement planning, CRBS for insurance and annuity-based planning, and CRFO, a concierge family office delivering advanced estate planning, tax mitigation, and generational wealth strategies for high-net-worth families, athletes, and entrepreneurs. Led by a CFA with dedicated tax-planning support.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ARMAND CHRISTOPHER SPAZIANO
Chief Compliance Officer, President
- CRD
- #2214579
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THEODORE RICHARD AUGUSTYNIAK
--
- CRD
- #5082577
BRADFORD DALE SZCZECINSKI
Financial Advisor
- CRD
- #2102955
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,891,596 | $91,478 |
| Non-Discretionary | $4,831,490 | $126,120 |
| Total | $16,723,086 | $92,409 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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