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Ricardo Robert Dostie, Jr

Creative Funding Corporation

Bloomfield, CT

CRD 5829835

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Employer firm

Creative Funding Corporation CRD 117439

$31.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Creative Funding Corporation

699 Bloomfield Ave., Bloomfield, CT 06002-2462 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
CT RA APPROVED 2012-05-17
MA RA APPROVED 2012-05-17
  • FL RA
    APPROVED
    Since 2025-01-02
  • CT RA
    APPROVED
    Since 2012-05-17
  • MA RA
    APPROVED
    Since 2012-05-17

Branch Locations

699 Bloomfield Ave., Bloomfield, CT 06002-2462 • 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
OrganizationCityStateFromTo
Creative Funding Corporation Bloomfield CT 03/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-16
  • S65 Uniform Investment Adviser Law Examination
    2012-05-16

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.
EDWARD JONES
EAGLE STRATEGIES LLC

Nearby Investors

KRISTOPHER PAUL PERUCCIO
Martin Doyle McMahon
Daniel Gilligan

Nearby Offices

PFS INVESTMENTS INC. · BLOOMFIELD, CT
EDWARD JONES · WINDSOR, CT
EAGLE STRATEGIES LLC · WINDSOR, CT

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