Adviser and broker representative · Creativeone Wealth, LLC
Marti B. Marache
CRD 2393657 · Greenwich, CT
At a glance
Marti B. Marache is an investment adviser representative with Creativeone Wealth, LLC in Greenwich, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marti’s SEC record dates to 2003, about 23 years ago. Marti is also registered as a broker representative.
Current advisory firm
- Creativeone Wealth, LLCSince December 2024Greenwich, CT · $6.3B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Marti’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
- 4 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 and FINRA BrokerCheck.
More at Creativeone Wealth, LLC
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- Susan K. BartlettLawrence
- Robert L. Barton IIWake Forest
- Samuel H. BeallOverland Park
- Benjamin R. BeasleyOverland Park
- Shari L. BevanOverland Park · Chartered Financial Consultant
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