TrueAdvisor
TrueAdvisor
AL
AL

Andrew Levacy

Creativeone Securities, LLC
25 Years of Experience
Coronado, CA
Broker
View SEC Summary
View SEC Summary

Andrew Levacy is a registered investment advisor at Creativeone Securities, LLC, based in Coronado, CA, with 25 years of industry experience. Andrew 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

1330 Orange Ave, Suite 324, Coronado, CA, 92118

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Andrew works as an Investment Advisor for CreativeOne Wealth, LLC since 2020, dedicating about three-quarters of his time. He is also an Enrolled Agent and Registered Rep/Investment Advisor for The Levacy Group, focusing on tax services and investment services respectively, dedicating about three-quarters of his time to each.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
April 2025 - Present · 1 yr 6 mos
Creativeone Wealth, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Partnervest Advisory Services LLC
August 2009 - November 2020 · 11 yrs 3 mos
Sorrento Pacific Financial, LLCBroker
July 2009 - April 2025 · 15 yrs 9 mos
Partnervest Securities, INC.Broker
February 2007 - July 2009 · 2 yrs 5 mos
Associated Securities CORP.Broker
July 2000 - November 2006 · 6 yrs 4 mos
State Registrations7 states
CAIDINNYTNUTWA
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.
More Advisors
More financial advisors in Coronado, CA →All financial advisors in California →