Marcy S. Burton

CREATIVEONE WEALTH

Santa Barbara, CA 93108

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CRD#: 1052897

Professional summary

Marcy Sheer Burton, who also goes by Marcy Sheer, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Santa Barbara, California.

Marcy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Marcy has worked at 13 firms and has passed the Series 63, Series 99TO, SIE, Series 15, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marcy Sheer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Other Business: ChangePath, LLC Investment-Related: Yes Address of Other Business: 1225 Coast Village Rod, Ste C, Santa Barbara, CA 93108 Your Position or Title: Investment Adviser Representative Nature of the Other Business: Investment Related Start Date: 10/26/2020 Approximate Number of Hours/Mont: 180 Approximate number of hours during trading hours: Full Time Briefly Describe your duties related to the other business: Financial planning, advice and sales, sale of fixed, index, life health and property/casualty insurance SARAH HOUSE, NOT INVESTMENT RELATED; 2612 MODOC RD. SANTA BARBARA, CA 93105; SOCIAL NON-PROFIT HOSPICE; BOARD MEMBER; PARTICIPATE ON INVESTMENT COMMITTEE FOR THE ORGANIZATION WHICH IS A CLIENT OF CHANGEPATH, STAFF HIRING DECISIONS, REVIEW BUDGETS; SINCE 01/2019; APX 5 HOURS PER MONTH, 1 OF WHICH IS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcy Sheer Burton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 26, 2020 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1225 Coast Village Road Suite G, Santa Barbara, CA 93108

RIA

CRD#: 281213

Santa Barbara, CA

Past

October 21, 2020 - December 11, 2023

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

Montecito, CA

Past

February 14, 2014 - December 14, 2018

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

SANTA BARBARA, CA

Past

July 31, 2009 - December 31, 2012

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

SANTA BARBARA, CA

Past

June 24, 2003 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

Montecito, CA

Past

June 10, 2002 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

APTOS, CA

Past

January 23, 1998 - June 4, 2002

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

February 16, 1995 - January 9, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

July 2, 1993 - January 17, 1995

VAN ECK SECURITIES CORPORATION

CRD#: 2269

NEW YORK, NY

Past

May 22, 1992 - June 5, 1993

CORPORATE BENEFIT SECURITIES, INC.

CRD#: 13975

MISSION VIEJO, CA

Past

July 24, 1990 - April 1, 1992

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

July 26, 1989 - April 19, 1990

ING INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 21644

NEW YORK, NY

Past

July 26, 1989 - April 19, 1990

ABN AMRO SECURITIES LLC

CRD#: 6540

NEW YORK, NY

Past

August 11, 1986 - June 1, 1989

CONTINENTAL EQUITIES CORPORATION OF AMERICA

CRD#: 16383

Past

July 22, 1982 - June 20, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/5/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 15

Date: 3/25/1985

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 7/17/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/3/1987

General Securities Principal Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marcy S. Burton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcy Sheer Burton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SORRENTO PACIFIC FINANCIAL, LLC

SORRENTO PACIFIC FINANCIAL, LLC

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

EQUITABLE DISTRIBUTORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

VAN ECK SECURITIES CORPORATION

CORPORATE BENEFIT SECURITIES, INC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

ING INVESTMENT MANAGEMENT SERVICES LLC

ABN AMRO SECURITIES LLC

CONTINENTAL EQUITIES CORPORATION OF AMERICA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/5/1982

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 15

Date: 3/25/1985

Series 7

Date: 7/17/1982

Series 24

Date: 2/3/1987

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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