AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RC

Robert Dalton Creaser

STARTENGINE PRIMARY
BURBANK, CA
·CRD# 3198410·27 years experience

Professional Summary

Robert Dalton Creaser, who also goes by Rob Creaser, is a registered financial advisor currently at STARTENGINE PRIMARY LLC located in Burbank, California. Robert is registered as a RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 9 firms and has passed the Series 66, Series 63, Series 72, Series 79TO, Series 52TO, Series 99TO, SIE, Series 7, Series 28, Series 53, Series 4 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rob Creaser

Blog Corner

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
View profile
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

STARTENGINE PRIMARY LLC·CRD# 291773
BD
4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
September 24, 2025 - Present
HAMILTON GRANT LLC·CRD# 166180
BD
Calabasas, CA
August 5, 2021 - May 31, 2024
STARTENGINE PRIMARY LLC·CRD# 291773
BD
Burbank, CA
June 10, 2019 - July 28, 2021
PROGRESSIVE ASSET MANAGEMENT, LLC·CRD# 167563
RIA
Woodland Hills, CA
February 9, 2017 - December 20, 2017
PROGRESSIVE ASSET MANAGEMENT, LLC·CRD# 167563
RIA
Oakland, CA
July 29, 2016 - December 31, 2016
FINANCIAL WEST GROUP·CRD# 16668
BD
Westlake Village, CA
February 25, 2013 - November 7, 2013
THE COURTNEY GROUP, LLC·CRD# 114904
BD
Newport Beach, CA
August 13, 2010 - May 16, 2011
BLUEPRINT CAPITAL MARKETS·CRD# 44323
BD
Newark, NJ
June 21, 2010 - January 30, 2016
EQIS SECURITIES, LLC·CRD# 20633
BD
Westlake Village, CA
October 2, 2008 - November 9, 2017
FINANCIAL WEST GROUP·CRD# 16668
BD
Beverly Hills, CA
March 15, 2005 - August 11, 2010
MORGAN PEABODY, INC.·CRD# 38306
BD
Sherman Oaks, CA
February 2, 2004 - December 31, 2005
U.S. BANCORP ADVISORS, LLC·CRD# 14455
BD
St. Paul, MN
December 5, 2001 - February 2, 2004
MORGAN PEABODY, INC.·CRD# 38306
BD
Sherman Oaks, CA
July 7, 1999 - November 20, 2001

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Current Firm

SP
STARTENGINE PRIMARY LLC

STARTENGINE PRIMARY LLC

CRD#: 291773 / SEC#: 8-70060
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505

Mailing Address

4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505

Phone Number

(800) 469-5785

Established

Delaware since 10/12/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STARTENGINE CROWDFUNDING INC.SOLE SHAREHOLDER—
MARKS, HOWARD EDWARDCEO6617096
REYES, JONATHAN ALEXANDERCCO6654501
STRASSMAN, HUNTER DALLASFINOP6867203

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

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.

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(9/24/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1999About the Series 63 exam

Series 72 — Government Securities Representative Examination

Passed Jan 2023

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1999About the Series 7 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Oct 2004About the Series 28 exam

Series 53 — Municipal Securities Principal Examination

Passed Sep 2004About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Mar 2000About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Jul 1999About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Robert Dalton Creaser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#
RC
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required