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BC

Brett Mitchell M. Creaven

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CRD#: 2538051
BC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brett Mitchell M Creaven, who also goes by Brett Mitchel Creaven, Brett M Creaven, was a registered financial professional .

Brett Mitchell is a previously registered financial professional and started their career in finance in 1995. Brett Mitchell had worked at 19 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brett Mitchel Creaven | Brett M Creaven

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 6, 2025 - February 19, 2025

EQUITYZEN SECURITIES LLC

BD
CRD#: 281820
NEW YORK, NY
Past

June 4, 2024 - July 17, 2024

AEGIS CAPITAL CORP.

BD
CRD#: 15007
MELVILLE, NY
Past

January 16, 2024 - June 30, 2024

BAMBOO SECURITIES, LLC

BD
CRD#: 318434
NEW YORK, NY
Past

February 25, 2021 - December 19, 2022

AEGIS CAPITAL CORP.

BD
CRD#: 15007
MELVILLE, NY
Past

February 4, 2019 - March 8, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODBURY, NY
Past

November 27, 2017 - January 30, 2019

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

March 25, 2017 - September 13, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
EAST HILLS, NY
Past

November 4, 2011 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
EAST HILLS, NY
Past

October 2, 2009 - September 9, 2011

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MELVILLE, NY
Past

September 27, 2007 - September 1, 2009

FLAGSTAR ADVISORS

BD
CRD#: 104233
NEW YORK, NY
Past

May 8, 2006 - October 1, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 20, 2004 - September 12, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

October 1, 2002 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

March 25, 2002 - July 25, 2002

F1 TRADING.COM, INC.

BD
CRD#: 20375
MINEOLA, NY
Past

January 2, 2001 - March 26, 2002

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

March 6, 2000 - January 2, 2001

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY
Past

April 30, 1999 - March 9, 2000

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

May 20, 1998 - March 4, 1999

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 23, 1997 - June 5, 1998

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

September 27, 1995 - November 14, 1996

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

March 14, 1995 - May 3, 1995

COMPREHENSIVE CAPITAL CORPORATION

BD
CRD#: 6215
GREAT NECK, NY
Past

March 2, 1995 - October 4, 1995

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ES
EQUITYZEN SECURITIES LLC
EQUITYZEN SECURITIES LLC

CRD#: 281820 / SEC#: , 8-69689

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
30 Broad Street, Suite 1200, New York, NY 10004
Mailing Address
30 Broad Street, Suite 1200, New York, NY 10004
Phone number
(877) 490-6121
Established
Delaware since 09/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EQUITYZEN, INC.SOLE MEMBER
DAVDA, ATISH MBOARD MANAGER5349343
HASLETT, PHILIP EDWARDCEO5563192
HASLETT, PHILIP EDWARDBOARD MANAGER5563192
KADIA, SUJATA BOSECHIEF COMPLIANCE OFFICER5208336
ROCHE, PASCALFINOP5920968

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


EQUITYZEN SECURITIES LLC

CRD#: 281820

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