Penelope Claire C. Holmes

CREATIVE MONEY LLC

Atlanta, GA

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CRD#: 7346833

Professional summary

Penelope Claire C Holmes, who also goes by Claire Crump Holmes, Claire Holmes, is a registered financial advisor currently at CREATIVE MONEY LLC located in Atlanta, Georgia.

Penelope Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Penelope Claire has worked at 3 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Claire Crump Holmes | Claire Holmes

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 Penelope Claire C Holmes'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

September 30, 2025 - Present

CREATIVE MONEY LLC

RIA

CRD#: 284357

Atlanta, GA

Past

December 21, 2023 - August 6, 2025

COMPASS WEALTH MANAGEMENT, LLC

RIA

CRD#: 156482

ATLANTA, GA

Past

July 22, 2021 - August 23, 2021

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

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

California
(9/30/2025)

IAR

Georgia
(10/6/2025)

IAR

Washington
(9/30/2025)

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.

Exams

General Industry/Product Exam

Series 7TO

Date: 7/22/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/13/2021

Securities Industry Essentials Examination

Current Firm

CREATIVE MONEY LLC

CRD#: 284357 / SEC#:

California

Registered Investment Advisory firm - (7/22/2022 Approved)

Illinois

Registered Investment Advisory firm - (3/7/2022 Approved)

Oregon

Registered Investment Advisory firm - (12/13/2024 Terminated)

Washington

Registered Investment Advisory firm - (4/5/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Mountlake Terrace, WA

Mailing Address

Phone number

(541) 604-2738

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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Penelope Claire C. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Penelope Claire C Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE MONEY LLC

COMPASS WEALTH MANAGEMENT, LLC

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 7/22/2021

SIE

Date: 5/13/2021

Current Firm

CREATIVE MONEY LLC

Contact information

Documents

Red Flags

Company Information

CREATIVE MONEY LLC

TRUST BUT VERIFY

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