Skye Mejia
Advisor at Creative Investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Creative Investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creative Investment Group
Location
Nashville, TN 37215
Credentials
Series 66
Industry experience
8 years
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.
Based on Creative Investment Group
Based on Creative Investment Group
Fixed fees for financial planning and consulting services, up to $100,000 depending on complexity
$0+: Up to 1.50% annually for investment management services $0+: Up to 0.75% annually for retirement plan advisory clients
Commission-based compensation earned by advisory persons licensed as insurance professionals for selling insurance products, separate from advisory fees
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
30 Burton Hills, Suite 550
Nashville, TN 37215
Tennessee
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)
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Is active or affiliated with:
Real estate agent
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
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