Creative Funding Corporation

Creative Funding Corporation (CRD# 117439) is a financial advisory firm headquartered in Bloomfield, CT. They manage $24,115,000 in 394 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $61,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA

Financial Advisors at Creative Funding Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Steven E. Hyman
CRD#: 714439
699 Bloomfield Ave., Bloomfield, CT 06002
93
Wealthminder
score

Steven Hyman (CRD# 714439) is an Investment Advisor Representative working at Creative Funding Corporation in Bloomfield, CT and has over 24 years of experience in the finance industry.

2
Ricardo R. Dostie, Jr
CRD#: 5829835
699 Bloomfield Ave., Bloomfield, CT 06002
90
Wealthminder
score

Ricardo Dostie, Jr (CRD# 5829835) is an Investment Advisor Representative working at Creative Funding Corporation in Bloomfield, CT and has over 4 years of experience in the finance industry.

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