Justin Saffel

CREATIVEVEST

Charlotte, NC

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CRD#: 7645780

Professional summary

Justin Saffel, who also goes by Saffel Justin, is a registered financial advisor currently at CREATIVEVEST INC located in Charlotte, North Carolina.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Justin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Saffel Justin

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.

Energy Systems Group; Newburgh, IN; not investment related; Development Engineer since 01/2019; 80 hrs/mo Justin Saffel LLC; Charlotte, NC; investment related; President since 07/2020; online education - courses on personal finance; 32 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Saffel'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

January 9, 2023 - Present

CREATIVEVEST INC

RIA

CRD#: 323784

Charlotte, NC

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
(7/18/2025)

IAR

Louisiana
(7/25/2024)

IAR

North Carolina
(1/9/2023)

IAR

Texas
(8/27/2024)

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: 1/4/2023

Uniform Investment Adviser Law Examination

Current Firm

CREATIVEVEST INC

CRD#: 323784 / SEC#:

California

Registered Investment Advisory firm - (7/18/2025 Approved)

Louisiana

Registered Investment Advisory firm - (7/25/2024 Approved)

North Carolina

Registered Investment Advisory firm - (11/17/2022 Approved)

Texas

Registered Investment Advisory firm - (8/14/2024 Conditional Restricted)

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Contact information

Main Address

Charlotte, NC

Mailing Address

Phone number

(704) 251-9346

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 8,500,000

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.

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Justin Saffel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Saffel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEVEST INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2023

Current Firm

CREATIVEVEST INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CREATIVEVEST INC

TRUST BUT VERIFY

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