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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-05-23 |
Branch Locations
Creative Wealth Solutions-101 Accord Park Drive Suite 201, Norwell, MA 02061-1658 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities | Waltham | MA | 06/2006 | Present |
| New York Life Insurance Company | Waltham | MA | 08/2006 | Present |
| Creative Wealth Solutions And Insurance Services, Llc | Norwell | MA | 02/2015 | Present |
| Eagle Strategies Llc | Bridgewater | MA | 05/2017 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1 LAKESHORE CENTER, SUITE 202-204, BRIDGEWATER, MA 02324; START DATE 02/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF CREATIVE WEALTH SOLUTIONS AND INSURANCE SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; (NORWELL, MA) START DATE: 02/2015] [Epilepsy Foundation; board role of Secretary. I am one of 6 people on the investment sub committee. Our role is to just look over the management to make sure performance is keeping up with bench marks and it is following the investment strategy; 175 Cabot St., Ste 301, Lowell, MA 01854; Start Date 08/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [CWS Local Connections; An independent community media project-The venture will focus on producing and publishing digital content (blogs, interviews, and short-form videos) that feature and promote local small businesses within our community; 5 Audubon Trail, Norfolk Ma 02056; Start Date 01/2026; Role/Title: Educator/Instructor; Not Investment Related; 12 hours per month; 6 hours per month during securities trading hours; Conduct interviews with local business owners. Create and publish blog posts and videos featuring these businesses. Manage social media pages]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-30 |
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