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RIA / WealthAdvisor23 years in industry

BRADFORD DALE SZCZECINSKI

Advisor at CREATIVE RESOURCES INVESTMENT ADVISORS LLC

Oakbrook Terrace, IL | CRANSTON, RI

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Search this name across graphsid dfx:ria:8745744b-5f71-aba0-b0c0-982997c0fe2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE RESOURCES INVESTMENT ADVISORS LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 4, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 4, 2003
First registration: Mar 6, 2003
Dual registered: no
IAPD individual key: 2102955

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE RESOURCES INVESTMENT ADVISORS LLC	Former SEC adviser	Apr 3, 2015	n/a	yes	CRANSTON, RI\|Oakbrook Terrace, IL	Current employment
NEWPORT COAST ASSET MANAGEMENT	Former SEC adviser	Aug 30, 2013	Mar 29, 2016	no	CHICAGO, IL	Previous registration
ARISTON WEALTH MANAGEMENT, L.P.	Former SEC adviser	Apr 25, 2012	Sep 30, 2013	no	NEW YORK, NY	Previous registration
ARISTON WEALTH MANAGEMENT, L.P.	Former SEC adviser	Dec 1, 2011	Apr 24, 2012	no	CHICAGO, IL	Previous registration
ANDERSON & STRUDWICK, INCORPORATED	Former SEC adviser	Jul 19, 2010	Dec 1, 2011	no	CHICAGO, IL	Previous registration
JESUP & LAMONT SECURITIES CORP	n/a	Jul 16, 2009	Jul 15, 2010	no	CHICAGO, IL	Previous registration
INTEROCEAN WEALTH MANAGEMENT LLC	n/a	Jan 3, 2007	Jul 23, 2009	no	CHICAGO, IL	Previous registration
COLUMN CAPITAL ADVISORS, LLC	Former SEC adviser	Jun 2, 2005	Dec 31, 2006	no	CHICAGO, IL	Previous registration
ERNST & YOUNG INVESTMENT ADVISERS LLP	No RAUM reported	Mar 6, 2003	May 26, 2005	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWPORT COAST ASSET MANAGEMENT	CREATIVE RESOURCES INVESTMENT ADVISORS LLC	Mar 29, 2016	Apr 3, 2015	-361	Firm change after gap	Other
ARISTON WEALTH MANAGEMENT, L.P.	NEWPORT COAST ASSET MANAGEMENT	Sep 30, 2013	Aug 30, 2013	-31	Firm change after gap	Other
ANDERSON & STRUDWICK, INCORPORATED	ARISTON WEALTH MANAGEMENT, L.P.	Dec 1, 2011	Dec 1, 2011	0	Firm change	Other
JESUP & LAMONT SECURITIES CORP	ANDERSON & STRUDWICK, INCORPORATED	Jul 15, 2010	Jul 19, 2010	4	Firm change	Other
INTEROCEAN WEALTH MANAGEMENT LLC	JESUP & LAMONT SECURITIES CORP	Jul 23, 2009	Jul 16, 2009	-7	Firm change	Other
COLUMN CAPITAL ADVISORS, LLC	INTEROCEAN WEALTH MANAGEMENT LLC	Dec 31, 2006	Jan 3, 2007	3	Firm change	Other
ERNST & YOUNG INVESTMENT ADVISERS LLP	COLUMN CAPITAL ADVISORS, LLC	May 26, 2005	Jun 2, 2005	7	Firm change	Other

Relationships

Registered with (8)

→ CREATIVE RESOURCES INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Apr 3, 2015 to presentfactForm ADV
→ NEWPORT COAST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 30, 2013 to Mar 29, 2016factForm ADV
→ ARISTON WEALTH MANAGEMENT, L.P.Registered adviserregistration: previous registration
Apr 25, 2012 to Sep 30, 2013factForm ADV
→ ANDERSON & STRUDWICK, INCORPORATEDRegistered adviserregistration: previous registration
Jul 19, 2010 to Dec 1, 2011factForm ADV
→ JESUP & LAMONT SECURITIES CORPRegistered adviserregistration: previous registration
Jul 16, 2009 to Jul 15, 2010factForm ADV
→ INTEROCEAN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to Jul 23, 2009factForm ADV
→ COLUMN CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 2, 2005 to Dec 31, 2006factForm ADV
→ ERNST & YOUNG INVESTMENT ADVISERS LLPRegistered adviserregistration: previous registration
Mar 6, 2003 to May 26, 2005factForm ADV

Dated events

No dated event names this entity yet.