Christopher Duncan Creed
Investment adviser representative at Venturi Private Wealth
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Venturi Private WealthNov 2018 to now
- Venturi Wealth Management, LLCOct 2018 to now
- Northern Lights Distributors, LLCDec 2013 to Oct 2018
- Afam Capital, Inc.Jul 2013 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 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
- 2504698
- Firm CRD
- 169576