MM
Marti B. Marache
CREATIVEONE WEALTH
Greenwich, CT
Some features on this profile are disabled
CRD#: 2393657
MM
Professional summary
Marti Burke Marache, who also goes by Marti Burke, Theresa Martin Burke, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Greenwich, Connecticut and CREATIVEONE SECURITIES, LLC located in Greenwich, Connecticut.
Marti is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Marti has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marti Burke | Theresa Martin Burke
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) 02554 LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Partial Owner; 05/2016; 4 hrs/mo; 2 hrs/mo 2) Nantucket Above & Beyond LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Investment rental property; Partner; 09/2018; 1hr/mo; 0 hrs/mo 3) Greenwich Christ Church; not investment-related; 254 E. Putnam Avenue, Greenwich, CT 06830; Local Church; Board Member; 08/2017; 1hr/mo; 0 hrs/mo 4) Fintry LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Owner; 02/2022; 4 hrs/mo; 0 hrs/mo 5) Three Oaks Farm LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Owner; 11/2021; 4 hrs/mo; 0 hrs/mo 6) Wings World Quest; not investment-related; 780 Third Avenue 47th Floor New York, NY 10017; 501(c)3 Charity; Board Member; 10/2023; 2 hrs/mo; 1 hrs/mo 7) New York Jets and Eleven Sorts Media; not investment-related; 1 Jets Drive, Forham Park, NJ 07932; Media Model; Small Business Partner; 08/2024; 2-3 hrs/mo; 0 hrs/mo 8) Windswept 6TC LLC; not investment-related; 12-15 Perkley Lane, Greenwich, CT., 06878; Vacation Rental Property; Owner; 10/2023; 4 hrs/mo; 0 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Marti Burke Marache'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®
NoneExperience
Current
December 6, 2024 - Present
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Greenwich, CT
Current
December 6, 2024 - Present
CREATIVEONE SECURITIES, LLC
RIA
BD
CRD#: 152974
Greenwich, CT
Past
May 14, 2021 - December 11, 2024
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
GREENWICH, CT
Past
May 14, 2021 - December 11, 2024
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
GREENWICH, CT
Past
June 1, 2009 - June 8, 2021
MORGAN STANLEY
RIA
CRD#: 149777
GREENWICH, CT
Past
June 1, 2009 - June 8, 2021
MORGAN STANLEY
BD
CRD#: 149777
GREENWICH, CT
Past
February 1, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
STAMFORD, CT
Past
February 1, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
STAMFORD, CT
Past
January 14, 2003 - February 6, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
STAMFORD, CT
Past
October 28, 2002 - February 6, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
STAMFORD, CT
Past
August 20, 1998 - October 22, 2002
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
PHILADELPHIA, PA
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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/6/2024)
RR
Arizona(12/6/2024)
RR
Arkansas(12/6/2024)
RR
California(12/6/2024)
RR
Colorado(12/6/2024)
RR
Connecticut(12/6/2024)
IAR
Connecticut(12/6/2024)
RR
District of Columbia(12/6/2024)
RR
Florida(12/6/2024)
RR
Georgia(12/6/2024)
RR
Hawaii(12/6/2024)
RR
Idaho(12/6/2024)
RR
Illinois(12/6/2024)
RR
Indiana(12/6/2024)
RR
Kentucky(12/6/2024)
RR
Louisiana(12/6/2024)
RR
Massachusetts(12/6/2024)
RR
Michigan(12/6/2024)
RR
Minnesota(12/6/2024)
RR
Missouri(12/6/2024)
RR
New Hampshire(10/13/2025)
RR
New Jersey(12/6/2024)
RR
New Mexico(12/6/2024)
RR
New York(12/6/2024)
RR
North Carolina(12/6/2024)
RR
Ohio(12/6/2024)
RR
Oklahoma(12/6/2024)
RR
Pennsylvania(12/6/2024)
RR
Rhode Island(12/6/2024)
RR
South Carolina(12/6/2024)
RR
South Dakota(12/6/2024)
RR
Tennessee(12/6/2024)
RR
Texas(12/6/2024)
IAR
Texas(12/6/2024)
RR
Utah(12/6/2024)
RR
Virginia(12/6/2024)
RR
Washington(12/6/2024)
RR
West Virginia(12/6/2024)
RR
Wisconsin(12/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
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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)
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.
