Christopher
Creed
Venturi Private Wealth
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About this Advisor
Christopher Creed is a certified financial planner who works out of Austin, Texas with 5 years of relevant experience. Creed is currently employed by Venturi Private Wealth. Throughout their career, Creed has worked at Venturi Wealth Management, LLC, Northern Lights Distributors, LLC, Fisher Investments and Afam Capital, Inc. Creed has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Louisiana and Texas. Venturi Private Wealth is a financial advisory firm operating out of Austin, TX. The investment advisory business has a total of 32 advisors. It handles $2 billion in total assets among its 3,588 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 3,588 accounts, 69% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Financial advisory fees depend on the financial services provided. However, fees billed by Venturi Private Wealth most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$1,973,168,667
32
3,588
$549,936
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Christopher Creed Work History
Christopher has been registered as a financial advisor for 5 years.*
Venturi Wealth Management, LLC
Northern Lights Distributors, LLC
Afam Capital, Inc
Fisher Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Creed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Venturi Private Wealth
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
