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Donald Sullivan

Creativeone Securities, LLC
32 Years of Experience
Jacksonville, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Donald Sullivan is a registered investment advisor at Creativeone Securities, LLC, based in Jacksonville, FL, with 32 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7077 Bonneval Rd, Ste 390, Jacksonville, FL, 32216

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2022
Closed-No Action
Customer Dispute
June 2019
Settled
Customer Dispute
July 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is the president of Don Sullivan Ministries, a non-profit organization, dedicating a few hours per week. He is also an agent with DS Drelich and Associates, selling fixed and indexed annuities and life insurance, spending a few hours per week.

Employment History
Current Registrations
Creativeone Securities, LLC
January 2015 - Present · 11 yrs 9 mos
Creativeone Securities, LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Edward Jones
October 2013 - October 2014 · 1 yr
Edward JonesBroker
September 2013 - October 2014 · 1 yr 1 mo
Edward JonesBroker
August 1989 - August 2009 · 20 yrs
State Registrations26 states
AZCACOFLGAIAILINKSKYLAMDMIMONCNJNMNVNYOHOKPATNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Donald Sullivan - Financial Advisor | TrueAdvisor