Andrew Roy Ferrette

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2016 → 01/2017
  Unemployed
  San Diego, CA
• 02/2017 → 08/2020
  Calton & Associates, Inc.
  La Jolla, CA
• 08/2020 → 12/2021
  Reilly Finanical Advisors, Llc
  La Mesa, CA
• 12/2021 → Present
  Creative Planning, Llc
  La Mesa, CA

Previous Registrations

• 2020-08-20 → 2022-01-03
  Reilly Financial Advisors
  La Mesa, CA
• 2018-07-27 → 2020-08-19
  Calton & Associates, Inc.
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-02-12

Designations

• Certified Financial Planner