Armand Spaziano
Armand Spaziano is a CFA-designated registered investment advisor at Creative Resources Investment Advisors LLC, based in Cranston, RI, with 32 years of industry experience. Armand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Thereafter, the annual rate is negotiable over $5 million AUM per household. At CRIA's discretion, CRIA may allow accounts of members of the same household to be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
#1003 4000 Chapel View Blvd, Suite 300, Cranston, RI, 02920
Get directionsHistory
Regulatory History (1)
Regulatory
March 2015Other Business Activities
Armand is a Vice President/Investment Advisor and portfolio manager at Creative Resources Investment Advisor, LLC, dedicating most of his time to this role. He is also President of Alluvion Brands, LLC, a management consulting company, dedicating minimal time to this role. It is unclear if the insurance activity is related to selling insurance products.
Employment History
Current Registrations
Creative Resources Investment Advisors LLC
Previous Registrations
Newbridge Securities CorporationBroker
H. Beck, INC.Broker
Cr Broker Services, LLCBroker
Creative Resources Investment Advisors LLC
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Scudder Investor Services, INC.Broker
State Registrations8 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.