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Zechariah Z
Series 65
Brooklyn, NY
Creative Capital
Zechariah Zahler is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has managed several real estate investment entities and owns a hardware store in Brooklyn, New York. His prior business activities include leadership roles in investment-related firms and operating a non-investment retail business. Creative Capital provides discretionary, fee-based portfolio management services primarily to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy using equities, options, and real estate partnership interests tailored to client objectives.
Dov L
Series 65
Brooklyn, NY
Creative Capital
Dov Lederer is a financial advisor at Creative Capital with a Series 65 credential and one year of industry experience. He has previously worked at the Allia Group and has a background in education and religious studies, including roles at Kollel Derech Chaim, Yashivas Mir Jerusalem, Yeshivat Shaalvim, and Torah Academy of Bergen County. Creative Capital provides discretionary, fee-based portfolio management for individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios with various strategies, including equities, options, and real-estate partnership interests, and manages potential conflicts of interest through internal policies.
Yosef S
Series 65
Brooklyn, NY
Creative Capital
Yosef Stilerman is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has been involved in real estate investment management through multiple entities, including YZ Builders LLC and Sayaset Capital Financing LLC, where he serves as manager. Creative Capital provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm customizes portfolios based on client objectives and utilizes various investment strategies, including equities, options, and real-estate partnership interests.
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