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Steven E. Hyman

CREATIVE FUNDING
BLOOMFIELD, CT 06002
Some features on this profile are disabled
CRD#: 714439
SH

Professional summary


Steven Eliot Hyman is a registered financial advisor currently at CREATIVE FUNDING CORPORATION located in Bloomfield, Connecticut.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Steven has worked at 5 firms and has passed the Series 63, Series 1 and Series 26 exams.

top-8-questions

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.
I AM AN INDEPENDENT LIFE & HEALTH INSURANCE AGENT. I HAVE BEEN LICENSED SINCE 1980. I SPEND APPROXIMATELY 8 HOURS PER MONTH ON THIS BUSINESS. MY DUTIES ARE TO REPRESENT MY CLIENT'S NEEDS FOR LIFE INSURANCE IN PROTECTING THEIR ASSETS, INCOME AND ESTATE. INVESTMENT ADVISOR BUSINESS THROUGH CREATIVE FUNDING.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Eliot Hyman'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

December 6, 1985 - Present

CREATIVE FUNDING CORPORATION

Office #1: 699 Bloomfield Ave., Bloomfield, CT 06002
RIA
CRD#: 117439
BLOOMFIELD, CT
Past

May 18, 2004 - March 8, 2007

COBURN & MEREDITH, INC.

BD
CRD#: 164
SIMSBURY, CT
Past

May 30, 1990 - May 18, 2004

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

November 22, 1985 - December 31, 1989

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

August 25, 1980 - October 9, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
Connecticut
(12/6/1985)
IAR
Florida
(1/2/2013)
IAR
Massachusetts
(11/23/1995)

Exams


State Security Law Exam
RR
Series 63
Date: 5/11/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/14/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


CF
CREATIVE FUNDING CORPORATION
CREATIVE FUNDING CORPORATION

CRD#: 117439 / SEC#:

Connecticut
Registered Investment Advisory firm - (9/17/1985 Approved)
Florida
Registered Investment Advisory firm - (1/2/2013 Approved)
Massachusetts
Registered Investment Advisory firm - (11/23/1995 Approved)
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Contact information


Main Address
699 Bloomfield Ave., Bloomfield, CT 06002-2462
Mailing Address
Phone number
(860) 242-4483
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts196
AUM (Assets Under Management)$ 31,576,757

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 FUNDING CORPORATION

CRD#: 117439Bloomfield, CT 06002

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