Angel Luis Sotomayor
Investment adviser representative at Creative Financial Designs, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Creative Financial Designs, Inc.Apr 2026 to now
- Cfd Investments, Inc.Apr 2026 to now
- Acepas Wealth PartnersDec 2025 to now
- Geneos Wealth Management IncJul 2022 to Apr 2026
- The Life Financial Group IncJul 2022 to Jan 2026
- Air Products & Chemicals, Inc.Sep 2020 to Sep 2022
- Parsonex Advisory Services, Inc.Jan 2018 to Jul 2022
- Parsonex Insurance AgencyJan 2016 to Jul 2022
- Parsonex Securities, IncJan 2016 to Jul 2022
- Penske Truck LeasingJun 2015 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6566909
- Firm CRD
- 109032