Cecil Creasy
Cecil Creasy is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Raleigh, NC, with 49 years of industry experience. Cecil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B 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 | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Employment Separation After Allegations
December 2009Other Business Activities
Cecil is a majority owner/managing member of a shopping center since 2001, dedicating a few hours per week. He also jointly owns rental property with his spouse and is the owner/manager of Cape Fear Investment Group, spending nearly full-time hours on this investment-related activity.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Previous Registrations
Capital Investment Advisory Services, LLC
Cic Advisers, LLC
RBC Capital Markets CorporationBroker
RBC Capital Markets Corporation
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
A. G. Edwards & Sons, INC.Broker
Sade & CO.Broker
State Registrations6 states
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.