Samuel J. Alleyne

CREATIVE CAPITALISTS,

Glendale, CA 91208

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CRD#: 7792861

Professional summary

Samuel Joseph Alleyne is a registered financial advisor currently at CREATIVE CAPITALISTS, INC located in Glendale, California.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Samuel has worked at 1 firm .

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.

ALLEYNE CONNECT U, LLC; NON-INVESTMENT RELATED; LOS ANGELES, CA; PRESIDENT/OWNER; 2011 TO PRESENT; 15 HRS/MTH DURING TRADING; CONSULTING BUSINESS THAT PRIMARLY SERVES NON-PROFIT ORGANIZATIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Joseph Alleyne'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

August 8, 2023 - Present

CREATIVE CAPITALISTS, INC

Office #1: 3501 Ocean View Blvd, Glendale, CA 91208

RIA

CRD#: 298898

Glendale, CA

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
(8/8/2023)

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

Current Firm

CREATIVE CAPITALISTS, INC

CRD#: 298898 / SEC#:

California

Registered Investment Advisory firm - (11/16/2018 Approved)

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Contact information

Main Address

3501 Ocean View Blvd, Glendale, CA 91208

Mailing Address

Phone number

(626) 673-3566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 9,238,209

Red Flags

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