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DD

Derek E. Dobin

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
Chester Springs, PA 19425
Some features on this profile are disabled
CRD#: 5748368
DD

Professional summary

Derek Eliot Dobin, who also goes by Derek Eliot Dobin, is a registered financial advisor currently at CREATIVE CAPITAL WEALTH MANAGEMENT GROUP located in Chester Springs, Pennsylvania.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Derek has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Derek Eliot Dobin

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) - RIA

Click below to view Derek Eliot Dobin'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®
None

Experience

Current

February 10, 2026 - Present

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

Office #1: 1208 Kimberton Road, Chester Springs, PA 19425
RIA
CRD#: 304376
Chester Springs, PA
Past

July 28, 2022 - November 11, 2025

ARKADIOS CAPITAL

BD
CRD#: 282710
CHESTER SPRINGS, PA
Past

June 28, 2022 - November 10, 2025

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

RIA
CRD#: 304376
CHESTER SPRINGS, PA
Past

April 8, 2020 - June 16, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Marlton, NJ
Past

April 8, 2020 - June 16, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Marlton, NJ
Past

April 11, 2012 - February 26, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
MARLTON, NJ
Past

February 1, 2010 - February 26, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
MARLTON, NJ

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
Pennsylvania
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/5/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/8/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/29/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CC
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
CREATE CAPITAL WEALTH MANAGEMENT | CREATIVE CAPITAL WEALTH MANAGEMENT GROUP, INC. | CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

CRD#: 304376 / SEC#:

Florida
Registered Investment Advisory firm - (11/26/2024 Terminated)
Maryland
Registered Investment Advisory firm - (12/2/2024 Terminated)
New Jersey
Registered Investment Advisory firm - (6/27/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - (9/10/2019 Approved)
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Contact information

Main Address
1208 Kimberton Road, Chester Springs, PA 19425
Mailing Address
Phone number
(610) 560-2003
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts207
AUM (Assets Under Management)$ 23,000,000

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

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

CRD#: 304376Chester Springs, PA 19425

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