Charles Steele
Charles Steele is a registered investment advisor at Creativeone Securities, LLC, based in Melbourne, FL, with 18 years of industry experience. Charles 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1219 Sunny Point Dr, Melbourne, FL, 32935
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2026Other Business Activities
Charles was the previous owner of Randsco Inc. (Viking Quality Cleaners) but sold the business in July 2021 and carries the note for the sale. He spends no time on this business.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Securities America, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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
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