Marti Burke Marache
Investment adviser representative at Creativeone Wealth, LLC
17 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 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
- Seminars and workshops
Experience
17 years in the industry.
- Creativeone Wealth, LLCDec 2024 to now
- Creativeone Securities, LLCDec 2024 to now
- Sanctuary WealthMay 2021 to Nov 2024
- Morgan StanleyApr 2017 to May 2021
- Morgan Stanley Private Bank, N.AJan 2015 to May 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2021
- Morgan Stanley Smith BarneyJun 2009 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 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
- 2393657
- Firm CRD
- 281213