Ryan Keaveney
Investment Adviser Representative at Creativeone Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ryan Keaveney is an investment adviser representative with Creativeone Wealth, LLC in Riverside, CT, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and New Jersey.
Registrations & licenses
- Investment adviser:
- Connecticut, New Jersey
- Broker:
2 states and territories
Connecticut, New Jersey
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.
- CreativeOne Securities, LLCAug 2025 – no end date reportedOverland Park, KS
- Quinnipiac UniversityJan 2024 – May 2024Hamden, CT
- Monte Financial Group LLCSep 2023 – Nov 2023Guilford, CT
- At&tMay 2023 – Jul 2023Dallas, TX
- At&tMay 2022 – Aug 2022Bedminster, NJ
- Atlantic Health SystemDec 2020 – Feb 2022Pequannock, NJ
- Harbor Asset Private WealthAug 2024 – no end date reportedOverland Park, KS
- CreativeOne Wealth, LLCAug 2025 – no end date reportedOverland Park, KS
- Don Bosco Preparatory High SchoolSep 2016 – May 2020Ramsey, NJ
- Quinnipiac UniversityAug 2020 – May 2024Hamden, CT
- Boys & Girls Club of AmericaJan 2019 – Jul 2020Pequannock, NJ
Official records & sources
Data as of August 10, 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
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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. Ryan Keaveney 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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