Nicholas P. Millard

CREATIVEONE WEALTH

Binghamton, NY 13905

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CRD#: 1562559

Professional summary

Nicholas Peter Millard, who also goes by Nicholas Peter Millrd, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Binghamton, New York.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Nicholas has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Peter Millrd

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. NICK HAS BEEN A PARTNER IN COVENANT WEALTH ADVISORS, LLC. SINCE 10/2004. APPROXIMATELY 15% OF THIS BUSINESS IS DEVOTED TO SALES AND SERVICE OF LIFE, HEALTH AND ANNUITY BUSINESS. 2. UTILIZE SPECIFIC SOLUTIONS and AIB AS GENERAL AGENTS TO PROCESS OUR LIFE INSURANCE AND ANNUITY BUSINESS. 3. ACT AS A GROUP HEALTH AGENT THROUGH LIFETIME BENEFIT SOLUTIONS. 4. COVENANT WEALTH ADVISORS, LLC. RENTS OFFICE SPACE TO OUTSIDE PROFESSIONALS. 5. NICK HAS BEEN A PARTNER IN COVENANT REALTY HOLDINGS, LLC. SINCE 9/16/2011. 100% OF THIS BUSINESS HOLDS THE REAL ESTATE WITHIN WHICH COVENANT WEALTH ADVISORS, LLC. OPERATES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Peter Millard'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: 37 Front Street, Binghamton, NY 13905

RIA

CRD#: 281213

Binghamton, NY

Past

July 31, 2009 - October 30, 2009

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

VESTAL, NY

Past

March 19, 2009 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

BINGHAMTON, NY

Past

March 6, 2009 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

VESTAL, NY

Past

July 18, 2007 - April 29, 2009

STONE HOUSE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 139410

VESTAL, NY

Past

December 4, 1986 - June 8, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

VESTAL, NY

Past

October 2, 1986 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

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

New York
(2/14/2021)

IAR

Pennsylvania
(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

IAR

Series 65

Date: 5/17/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/24/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1986

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Nicholas P. Millard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Peter Millard's CRS (Customer Relationship Summary).

Certified licenses

Experience

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

STONE HOUSE INVESTMENT MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/1999

Series 63

Date: 11/24/1986

Series 7

Date: 7/28/1999

Series 6

Date: 10/1/1986

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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