Yosef S. Stilerman

CREATIVE CAPITAL

GIVAT ZEV,

CRD#: 4648940

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Professional summary

Yosef Simcha Stilerman, who also goes by Yosef Stilerman, Yossi Stilerman, is a registered financial advisor currently at CREATIVE CAPITAL .

Yosef is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Yosef has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yosef Stilerman | Yossi Stilerman

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

Current

May 21, 2026 - Present

CREATIVE CAPITAL

CRD#: 311492

GIVAT ZEV,

Past

February 28, 2022 - December 31, 2025

CREATIVE CAPITAL

RIA

CRD#: 311492

GIVAT ZEV,

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

New York
(5/21/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2020

Uniform Investment Adviser Law Examination

Current Firm

CREATIVE CAPITAL

CREATIVE CAPITAL | CREATIVE CAPITAL FUNDING LLC

CRD#: 311492 / SEC#: 801-120488

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Contact information

Main Address

Brooklyn, NY

Mailing Address

Phone number

(917) 971-8023

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Yosef S. Stilerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREATIVE CAPITAL

CREATIVE CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2020

Current Firm

CREATIVE CAPITAL

Contact information

Documents

Red Flags

Company Information

CREATIVE CAPITAL

TRUST BUT VERIFY

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