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Armand Christopher Spaziano

Creative Resources Investment Advisors LLC

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About Armand Christopher Spaziano

Armand Christopher Spaziano is a financial advisor registered with Creative Resources Investment Advisors LLC based in Cranston, Rhode Island. Armand has over 25 years of experience in the financial services industry. His previous affiliations include Newbridge Securities Corporation, H. Beck, Inc., CR Broker Services, LLC, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Armand is a Chartered Financial Analyst and holds Series 6, 63 and 65 licenses.

Firm Information

Armand Spaziano is currently registered with Creative Resources Investment Advisors LLC. Creative Resources Investment Advisors LLC is a financial advisor with 5 investment advisory professionals. The firm manages $15,611,613 in total assets, of which $7,430,107 is managed on a discretionary basis and $8,181,506 is managed on a non-discretionary basis. They provide financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves high-net-worth individuals (11 clients with $10,446,308 in assets under management) and individuals other than high-net-worth (53 clients with $5,165,305 in assets under management).

$15.61M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Armand Spaziano’s Registration & Firm History

RI

03/20/2015 - Present

Creative Resources Investment Advisors LLC (CRANSTON RI)

RI

07/14/2009 - 12/23/2009

NEWBRIDGE SECURITIES CORPORATION (WARWICK RI)

RI

07/28/2008 - 07/14/2009

H. BECK, INC. (WARWICK RI)

RI

11/11/1999 - 07/29/2008

CR BROKER SERVICES, LLC (WARWICK RI)

MA

03/30/1994 - 08/31/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

03/30/1994 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

05/01/1992 - 11/27/1992

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/27/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Armand Christopher Spaziano. Review regulatory record here.
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