Ekaterini Roberts
Investment adviser representative at Creative Planning
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm 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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Creative Planning, LLCAug 2026 to now
- UnemployedApr 2026 to Jul 2026
- Connecticut Wealth ManagementFeb 2025 to Mar 2026
- The Colony Group, LLCNov 2024 to Dec 2024
- Gyl Financial Synergies, LLCOct 2017 to Nov 2024
- Hooker & Holcombe Investment Advisors, Inc.Jan 2015 to Oct 2017
- Mid Atlantic Capital CorporationJul 2011 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CT).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 5048897
- Firm CRD
- 105348