Andrew Stewart Levacy
Investment Adviser Representative at Creativeone Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Stewart Levacy is an investment adviser representative with Creativeone Wealth, LLC in Coronado, CA, where they have been registered since 2020. They have worked in the securities industry since 2000 and were previously registered with Partnervest Advisory Services LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
7 states and territories
California, Idaho, Indiana, New York, Tennessee, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Levacy PhotographySep 2007 – Dec 2016Coronado, CA
- Sorrento Pacific Financial, LLCJul 2009 – Apr 2025Coronado, CA
- Partnervest Advisory Services LLCJul 2009 – Oct 2020Santa Barbara, CA
- CreativeOne Wealth formerly ChangePath, LLCOct 2020 – no end date reportedOverland Park, KS
- CreativeOne Securities, LLCApr 2025 – no end date reportedOverland Park, KS
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creativeone Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advisory services and continuity planning, offered through CreativeOne Wealth, LLC and CreativeOne Securities, LLC.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 217
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Overland Park, KS
- SEC file number:
- 801-106677
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Creativeone Wealth, LLC
Showing 12 of 217 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Stewart Levacy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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