Cole Elliot Silva
Investment adviser representative at Creative Financial Designs, Inc.
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 yearsFirm in business
Are you Cole Elliot Silva? Claim your profile
Contact this firm
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
10 years in the industry.
- Creative Financial Designs, Inc.Jan 2024 to now
- Cfd InvestmentsAug 2023 to now
- Hope ServicesJul 2022 to now
- CotariJun 2023 to Nov 2024
- Java ExpressJan 2020 to Jan 2021
- Sakata SeedJun 2018 to Sep 2018
- Hollister Downtown AssociationMay 2017 to Oct 2019
- Thomas Edison State UniversityJan 2017 to May 2022
- The Grove By LealSep 2016 to Oct 2019
- Teen ForceSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7783844
- Firm CRD
- 109032