David Simeone
David Simeone is a registered investment advisor at Creative Financial Designs, INC., based in Monroeville, PA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
Monroeville, PA
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Regulatory History
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 ActivitiesSells Insurance
David is an agent for Simeone Financial Services, Inc. selling life insurance, health, disability, and fixed annuities, dedicating minimal time to this. He is also a Managing Partner and Wealth Advisor at Firm Foundations Financial Group, spending nearly full-time hours managing client assets and conducting wealth management and financial planning.
Employment History
Current Registrations
Creative Financial Designs, INC.
Previous Registrations
Touchstone Capital, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
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.