Investment adviser representative · Creative Planning
Harlan J. Shulevitz
CRD 6336369 · San Carlos, CA
At a glance
Harlan J. Shulevitz is an investment adviser representative with Creative Planning in San Carlos, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Harlan’s SEC record dates to 2016, about 9 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Creative PlanningSince November 2025San Carlos, CA · $296B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Harlan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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