Nicholas Paolo Pileggi

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:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-12-01
TX	RA	APPROVED	2025-12-01

PA RA
APPROVED

Since 2025-12-01
TX RA
APPROVED

Since 2025-12-01

Branch Locations

Bridgeport, PA • United States

33 W. Court Street, Doylestown, PA 18901 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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

Organization	City	State	From	To
The Fairman Group, Llc	Chesterbrook	PA	07/2014	10/2019
Marshall Financial Group	Doylestown	PA	10/2019	11/2025
Creative Planning, Llc	Doylestown	PA	12/2025	Present

07/2014 → 10/2019

The Fairman Group, Llc

Chesterbrook, PA
10/2019 → 11/2025

Marshall Financial Group

Doylestown, PA
12/2025 → Present

Creative Planning, Llc

Doylestown, PA

Previous Registrations

2019-10-25 → 2025-12-10

The Marshall Financial Group, Inc

Doylestown, PA
2015-01-22 → 2019-10-14

The Fairman Group, Llc

Chesterbrook, PA

Other Businesses

1.) Pileggi Property Group, LLC, 327 Lindenwold Avenue Ambler, PA 19002, Rental Property, Part Owner, Start Date: 1/1/17, 4 hours/per month, 0 during trading hours, Duties: Tenant correspondence

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-22

S65 Uniform Investment Adviser Law Examination

2015-01-22

Designations

Certified Financial Planner

View on SEC IAPD