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Kristin Reeve Creighton

Investment Adviser Representative at DAI WEALTH, LLC

Hingham, MACRD #6983871Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
21 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 21 states
ArizonaCaliforniaConnecticutFloridaIdahoIllinoisIowaLouisianaMaineMarylandMassachusettsMinnesotaNew HampshireNew JerseyNew YorkNorth CarolinaRhode IslandTennesseeTexasVirginiaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/23/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 3/6/2023
Series 66
Uniform Combined State Law Examination
Passed 9/23/2021
Series 7
General Securities Representative Examination
Passed 9/22/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 22
Direct Participation Programs Representative Examination
Passed 9/13/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

DAI Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DAI WEALTH, LLCCurrent
2/14/2025Hingham, MA
CONCORDE INVESTMENT SERVICES, LLC
9/13/20181/14/2020Hingham, MA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kristin Reeve Creighton 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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Kristin Reeve Creighton - Financial Advisor in Hingham, MA | AdvisorFinder