David Simeone
Investment adviser representative at Creative Financial Designs, Inc.
21 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Creative Financial Designs, Inc.Dec 2023 to now
- Touchstone Capital, Inc.Jan 2010 to Dec 2023
- Commonwealth Financial NetworkJul 2005 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Creative Financial Designs, Inc.
$2.9BAssets managed
10,566Clients
159Advisers
25 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
- 4371593
- Firm CRD
- 109032