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Peter J. Savarino

CREO GLOBAL CAPITAL
Ann Arbor, MI 48104
Some features on this profile are disabled
CRD#: 1656139
PS

Professional summary

Peter Joseph Savarino is a registered financial advisor currently at CREO GLOBAL CAPITAL LLC located in Ann Arbor, Michigan.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Peter has worked at 9 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Savarino's 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

March 15, 2022 - Present

CREO GLOBAL CAPITAL LLC

Office #1: 1026 S. Main St., Ann Arbor, MI 48104
RIA
CRD#: 159771
Ann Arbor, MI
Past

May 2, 2013 - December 31, 2020

CREO GLOBAL CAPITAL LLC

RIA
CRD#: 159771
ANN ARBOR, MI
Past

January 5, 2011 - December 10, 2012

MCDONALD PARTNERS LLC

RIA
CRD#: 135414
CLEVELAND, OH
Past

June 14, 2006 - December 10, 2012

MCDONALD PARTNERS LLC

BD
CRD#: 135414
CLEVELAND, OH
Past

June 19, 2002 - June 16, 2006

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
ANN ARBOR, MI
Past

June 15, 2002 - June 16, 2006

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ANN ARBOR, MI
Past

November 7, 2000 - June 27, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

RIA
CRD#: 41727
ANN ARBOR, MI
Past

November 3, 2000 - June 15, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

BD
CRD#: 41727
CHARLOTTE, NC
Past

May 8, 1992 - November 6, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

April 16, 1992 - May 8, 1992

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
Past

September 4, 1990 - May 15, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 6, 1989 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

February 5, 1988 - May 9, 1989

RONEY & CO. L.L.C.

BD
CRD#: 900
DETROIT, MI
Past

June 23, 1987 - February 17, 1988

FIRST OF MICHIGAN CORPORATION

BD
CRD#: 311

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
Michigan
(3/15/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/1/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 9/26/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/26/2007
General Securities Principal Examination

Current Firm

CG
CREO GLOBAL CAPITAL LLC
CREO GLOBAL CAPITAL LLC | WOLVERINE GLOBAL CAPITAL LLC

CRD#: 159771 / SEC#:

Michigan
Registered Investment Advisory firm - (3/9/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1026 S. Main St., Ann Arbor, MI 48104
Mailing Address
Phone number
(313) 350-3566
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 15,853,333

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.

Company Information

CREO GLOBAL CAPITAL LLC

CRD#: 159771Ann Arbor, MI 48104

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