Marti Burke Marache

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 04/2017
  Morgan Stanley Smith Barney
  Stamford, CT
• 01/2015 → 05/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2017 → 05/2021
  Morgan Stanley
  Greenwich, CT
• 01/2015 → 05/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 05/2021 → 11/2024
  Sanctuary Wealth
  Greenwich, CT
• 12/2024 → Present
  Creativeone Securities, Llc
  Overland Park, KS
• 12/2024 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2021-05-14 → 2024-12-11
  Sanctuary Advisors, Llc
  Stamford, CT
  Miami, FL
  Greenwich, CT
• 2009-06-01 → 2021-06-08
  Morgan Stanley
  Stamford, CT
  Stamford, CT
  Greenwich, CT
• 2008-02-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Stamford, CT
• 2003-01-14 → 2008-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CT
  Stamford, CT
  Nanticket, MA
  Stamford, CT

Other Businesses

1) 02554 LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Partial Owner; 05/2016; 4 hrs/mo; 2 hrs/mo 2) Nantucket Above & Beyond LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Investment rental property; Partner; 09/2018; 1hr/mo; 0 hrs/mo 3) Greenwich Christ Church; not investment-related; 254 E. Putnam Avenue, Greenwich, CT 06830; Local Church; Board Member; 08/2017; 1hr/mo; 0 hrs/mo 4) Fintry LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Owner; 02/2022; 4 hrs/mo; 0 hrs/mo 5) Three Oaks Farm LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Owner; 11/2021; 4 hrs/mo; 0 hrs/mo 6) Wings World Quest; not investment-related; 780 Third Avenue 47th Floor New York, NY 10017; 501(c)3 Charity; Board Member; 10/2023; 2 hrs/mo; 1 hrs/mo 7) New York Jets and Eleven Sorts Media; not investment-related; 1 Jets Drive, Forham Park, NJ 07932; Media Model; Small Business Partner; 08/2024; 2-3 hrs/mo; 0 hrs/mo 8) Windswept 6TC LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Owner; 10/2023; 4 hrs/mo; 0 hrs/mo 9.) Bags to Riches; not investment related; 12-15 Perkley Lane, Greenwich, CT 06878; Non-profit; Creator & President; 03/2026; 4 hrs/wk; 0 hrs/mo; Charitable help to people in Egypt by cleaning up the sacred sites

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-13
• S63 Uniform Securities Agent State Law Examination
  1998-08-28

Other Names

• Marti Burke
• Theresa Martin Burke