Ryan Keaveney
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Creativeone Wealth, LLCAug 2025 to now
- Creativeone Securities, LLCAug 2025 to now
- Harbor Asset Private WealthAug 2024 to now
- Monte Financial Group LLCSep 2023 to Nov 2023
- At&tMay 2023 to Jul 2023
- At&tMay 2022 to Aug 2022
- Atlantic Health SystemDec 2020 to Feb 2022
- Quinnipiac UniversityAug 2020 to May 2024
- Boys & Girls Club of AmericaJan 2019 to Jul 2020
- Don Bosco Preparatory High SchoolSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 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
- 7975299
- Firm CRD
- 281213