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Skye Mejia

Advisor at Creative Investment Group

Updated today
Creative Investment Group logo

Firm

Creative Investment Group

Location

Nashville, TN 37215

Credentials

Series 66

Industry experience

8 years

About

Skye Mejia is a financial advisor at Creative Investment Group with eight years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, Mejia is an investor in a quick service restaurant business in Nashville. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices, trusts, and endowments. The firm offers portfolio management and financial planning services, employing a long-term investment approach with flexibility for tactical adjustments across a broad range of asset classes.

Client services

Based on Creative Investment Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Creative Investment Group

Private / alternative investments Wealth management Real estate investing

Fee options

Fixed

Fixed fees for financial planning and consulting services, up to $100,000 depending on complexity

Percentage

$0+: Up to 1.50% annually for investment management services $0+: Up to 0.75% annually for retirement plan advisory clients

Commissions

Commission-based compensation earned by advisory persons licensed as insurance professionals for selling insurance products, separate from advisory fees

Other

Minimum fee: $150 annual account administration fee, which may be waived at discretion Fee-only: Fixed fee up to $100,000 for financial planning services depending on complexity; fees can be charged in installments or full upon delivery

Location

30 Burton Hills, Suite 550

Nashville, TN 37215

Most active in

Tennessee

Work history

Creative Investment Group

2025 - Present (1 year)

LPL Financial

2020 - Present (6 years)

Bank of America, N.A.

2018 - 2020 (2 years)

Merrill

2017 - 2020 (3 years)

Merrill

2016 - 2017 (1 year)

Mississippi College

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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