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Trustee/beneficiary · Creative Capital Management Investments LLC

Nicole L. Matter

CRD 6746331 · Named on Form ADV at one SEC-registered adviser

At a glance

Creative Capital Management Investments LLC, an SEC-registered wealth manager based in SAN Diego, CA with $780 million in regulatory assets, lists Nicole L. Matter on its Form ADV as Trustee/beneficiary.

Firms and roles

AtlasMembers

Nicole’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian W. MatterChief Compliance Officer and Manager, Creative Capital Management Investments LLC
  • Matthew B. ShowleyManager, Creative Capital Management Investments LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.