Nicholas Patrick Sauro
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCJul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Jul 2023
- UnemployedSep 2018 to Dec 2018
- HomeadvisorAug 2018 to Sep 2018
- Xactly CorporationMar 2018 to Aug 2018
- UnemployedOct 2017 to Mar 2018
- TIAAAug 2016 to Nov 2017
- TIAA-CREF Individual & Institutional Services, LLCAug 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6563629
- Firm CRD
- 105348