Derek Dobin

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:

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

Current Employers

Employment History

• 01/2010 → 02/2020
  The Prudential Insurance Company Of America
  Marlton, NJ
• 01/2010 → 02/2020
  Pruco Securities Llc
  Marlton, NJ
• 04/2020 → 06/2022
  Pruco Securities, Llc.
  Marlton, NJ
• 04/2020 → 06/2022
  Prudential Insurance Company Of America
  Marlton, NJ
• 02/2020 → 04/2020
  Unemployed
  Wayne, PA
• 06/2022 → Present
  Creative Captial Wealth Management Group
  Phoenixville, PA
• 06/2022 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2022-06-28 → 2025-11-10
  Creative Capital Wealth Management Group
  Chester Springs, PA
• 2020-04-08 → 2022-06-16
  Pruco Securities, Llc.
  Marlton, NJ
  Marlton, NJ
• 2012-04-11 → 2020-02-26
  Pruco Securities, Llc.
  Marlton, NJ

Other Businesses

Creative Capital Wealth Management Group, Is Investment Related, wealth management, Managing Director,2022-06-13,200 hours per month,5 hours per month during trading hours, Salary Compensation, Senior wealth strategist - helping clients with investments and financial planning. Managing Director - manage the team (operations, wealth management, financial planning).

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-28
• S63 Uniform Securities Agent State Law Examination
  2010-03-05

Other Names

• Derek Dobin
• Derek Eliot Dobin