MM
Martha J. Mcneely
CREATIVE MONEY LLC
Renton, WA
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CRD#: 7970745
MM
Professional summary
Martha Jane Mcneely is a registered financial advisor currently at CREATIVE MONEY LLC located in Renton, Washington.
Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Martha has worked at 1 firm and has passed the Series 65 exam.
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.
Owner of Buoy Financial Services, LLC which offers bookkeeping services for therapists and helping professionals. Owner of Martha McNeely Psychotherapy, PLLC which offers individual therapy to adults in Washington state. Owner of McLayne Holdings LLC and McLayne Property 1 LLC, based in North Carolina for the purpose of investment real estate acquisition (started July 2024)
CRS (Client Relationship Summary) - RIA
Click below to view Martha Jane Mcneely'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®
NoneExperience
Current
August 9, 2024 - Present
CREATIVE MONEY LLC
Office #2: 1201 Third Avenue Suite 2200, Seattle, WA 98101Office #3: 800 Bellevue Way Ne, Bellevue, WA 98004RIA
CRD#: 284357
Renton, WA
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
Washington(8/9/2024)
Current Firm
CM
CREATIVE MONEY LLC
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)Upgrade to AdvisorCheck Premium
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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
4
Red Flags
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