Andrew S. Levacy

CREATIVEONE WEALTH

Coronado, CA 92118

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CRD#: 4219193

Professional summary

Andrew Stewart Levacy is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Coronado, California and CREATIVEONE SECURITIES, LLC located in Coronado, California.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Andrew has worked at 6 firms and has passed the Series 66, Series 63, SIE, 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.

1.) CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park 66211; Investment Advising and Financial Planning; Investment Advisor; 10/2020; 120 hrs/mo; 120 hrs/mo 2.) The Levacy Group, Tax Services; not investment related; 1330 Orange Avenue, Suite 324; Coronado, CA 92118; Income tax preparation, filing, planning; Enrolled Agent; 02/2013; 120 hrs/mo; 60 hrs/mo 3.) The Levacy Group, Investment Services; investment related; 1330 Orange Avenue, Suite 324; Coronado, CA 92118; Investment Advising, Financial planning, Investment goal planning and guidance; Registered Rep, Investment Advisor; 08/2009; 120 hrs/mo; 120 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Stewart Levacy'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: 1330 Orange Ave Suite 324, Coronado, CA 92118

RIA

CRD#: 281213

Coronado, CA

Current

April 1, 2025 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 1330 Orange Avenue Suite 324, Coronado, CA 92118

RIA

CRD#: 152974

Coronado, CA

Past

August 18, 2009 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

CORONADO, CA

Past

July 31, 2009 - April 1, 2025

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

CORONADO, CA

Past

February 28, 2007 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

CORONADO, CA

Past

July 18, 2000 - November 29, 2006

ASSOCIATED SECURITIES CORP.

CRD#: 12969

CORONADO, CA

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.

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

IAR

California
(10/26/2020)

California
(4/1/2025)

Idaho
(4/1/2025)

Indiana
(4/1/2025)

New York
(4/1/2025)

Tennessee
(4/1/2025)

Utah
(4/1/2025)

Washington
(4/1/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/14/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/29/2001

General Securities Principal Examination

SRO Registrations

FINRA

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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Advisor Monitoring

Firm Stability Insights

Andrew S. Levacy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Stewart Levacy's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

PARTNERVEST ADVISORY SERVICES LLC

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST SECURITIES, INC.

ASSOCIATED SECURITIES CORP.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/14/2009

Series 63

Date: 8/28/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2000

Series 24

Date: 3/29/2001

FINRA

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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