Scott E. Stooksbury

CREATIVEONE WEALTH

Ellijay, GA 30540

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CRD#: 1525452

Professional summary

Scott Edward Stooksbury is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Ellijay, Georgia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Scott has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.) Synergy Wealth Management Inc; investment related; 142 River Terrace, Ellijay, GA 30540; Fixed Insurance sales, life & Annuities; President; 06/2007; 80 hrs/mo; 80 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Edward Stooksbury'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

July 10, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 142 River Terrace, Ellijay, GA 30540

RIA

CRD#: 281213

Ellijay, GA

Past

March 25, 2024 - July 23, 2025

CFG RETIREMENT

RIA

CRD#: 179516

Ellijay, GA

Past

May 2, 2018 - March 19, 2024

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

ELLIJAY, GA

Past

January 2, 2014 - April 27, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

KENNESAW, GA

Past

August 5, 2008 - March 24, 2014

FOX FINANCIAL MANAGEMENT CORPORATION

CRD#: 134277

CARROLLTON, TX

Past

June 28, 2007 - December 16, 2013

SYNERGY WEALTH PARTNERS, LLC.

RIA

CRD#: 143205

KENNESAW, GA

Past

October 11, 2005 - February 23, 2007

STONEX SECURITIES INC.

CRD#: 18456

KENNESAW, GA

Past

March 7, 2005 - September 16, 2005

DUNWOODY BROKERAGE SERVICES, INC.

CRD#: 31183

ATLANTA, GA

Past

October 19, 2001 - April 4, 2005

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

May 26, 1999 - October 22, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

January 1, 1997 - June 14, 1999

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

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

Georgia
(7/10/2025)

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

IAR

Series 65

Date: 12/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/24/1996

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Scott E. Stooksbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Edward Stooksbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFG RETIREMENT

VIRTUE CAPITAL MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

FOX FINANCIAL MANAGEMENT CORPORATION

SYNERGY WEALTH PARTNERS, LLC.

STONEX SECURITIES INC.

DUNWOODY BROKERAGE SERVICES, INC.

JANNEY MONTGOMERY SCOTT LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

WACHOVIA BROKERAGE SERVICE

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1999

Series 63

Date: 12/30/1996

Series 7

Date: 12/24/1996

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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