# Julian Treves

Julian Treves is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [XY INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/285967) | 2025-07-28 | present | Yes |
| [AVISE FINANCIAL COOPERATIVE, INC.](https://search.stillhousedata.com/firm/328790) | 2025-01-24 | 2025-06-25 | — |
| [CREATIVE FINANCIAL DESIGNS, INC.](https://search.stillhousedata.com/firm/109032) | 2024-02-15 | 2024-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7823325)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7823325.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.