John Giannattasio
Investment adviser representative at Creative Planning
12 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
12 years in the industry.
- Creative Planning, LLCSep 2026 to now
- Sanctuary Advisors LLCSep 2024 to Sep 2026
- Sanctuary Securities, Inc.Sep 2024 to Sep 2026
- Snowden Lane PartnersDec 2023 to Sep 2024
- New York LifeJul 2023 to Nov 2023
- Darling Oyster BarJun 2022 to May 2023
- College of CharlestonAug 2018 to May 2023
- Complete Dismantling ServicesJun 2018 to Aug 2020
- Darien High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7734304
- Firm CRD
- 105348