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Employer firm

Creative Capital Wealth Management Group CRD 304376

$35.0M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Capital Wealth Management Group

1208 Kimberton Road, Chester Springs, PA 19425 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-26
  • PA RA
    APPROVED
    Since 2026-03-26

Branch Locations

1208 Kimberton Road, Chester Springs, PA 19425 • United States

Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-09
  • PA RA
    APPROVED
    Since 2026-03-09

Branch Locations

1208 Kimberton Road, Chester Springs, PA 19425 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Group New Castle DE 01/2024 05/2024
Sei Investments Oaks PA 07/2022 06/2023
Northwestern Mutual Investment Services, Llc West Chester PA 02/2021 12/2021
Mml Investors Services, Llc Exton PA 04/2024 02/2026
Massmutual Life Insurance Co Exton PA 06/2025 02/2026
Unemployed Downingtown PA 06/2023 12/2023
Gettysburg College Gettysburg PA 08/2018 05/2022
West Chester Henderson West Chester PA 08/2014 08/2018
Unemployed West Chester PA 05/2022 07/2022
Arkadios Capital Atlanta GA 02/2026 Present
Arkadios Wealth Advisors Atlanta GA 02/2026 Present
Creative Capital Wealth Management Group Chester Springs PA 03/2026 Present
Ufgadvisors Exton PA 04/2024 02/2026
  • 01/2024 → 05/2024
    Citi Group
    New Castle, DE
  • 07/2022 → 06/2023
    Sei Investments
    Oaks, PA
  • 02/2021 → 12/2021
    Northwestern Mutual Investment Services, Llc
    West Chester, PA
  • 04/2024 → 02/2026
    Exton, PA
  • 06/2025 → 02/2026
    Massmutual Life Insurance Co
    Exton, PA
  • 06/2023 → 12/2023
    Unemployed
    Downingtown, PA
  • 08/2018 → 05/2022
    Gettysburg College
    Gettysburg, PA
  • 08/2014 → 08/2018
    West Chester Henderson
    West Chester, PA
  • 05/2022 → 07/2022
    Unemployed
    West Chester, PA
  • 02/2026 → Present
    Arkadios Capital
    Atlanta, GA
  • 02/2026 → Present
    Atlanta, GA
  • 03/2026 → Present
    Chester Springs, PA
  • 04/2024 → 02/2026
    Ufgadvisors
    Exton, PA
Previous Registrations
Other Businesses

Creative Capital Wealth Management Group; investment related DBA;1208 Kimberton Road, Chester Springs PA 19425; RIA; financial advisor; started 2/2026; 80-160 hrs/month; 80-160 hrs during trading; financial planning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-08
  • S66 Uniform Combined State Law Examination
    2025-11-08
Other Names
  • Raymond Martin
  • Raymond Frances Martin

View on SEC IAPD

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