Steven Sivak is a CFP-designated registered investment advisor at Innovate Wealth, based in Scottdale, PA, with 19 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 46 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered through the firm's wrap fee program, combining investment management with ongoing financial planning. Specific asset management fee percentages are detailed in the firm's separate wrap fee regulatory filing.
Contact
Steven Sivak
Location
Scottdale, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven receives rental income from short and long-term property rentals, requiring minimal time to manage. He also operates Park City Custom Garage, which is not investment-related.
Employment History
Current Registrations
Innovate Wealth
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Steve has been in the financial services industry for 17 years with the first 10 working for big Wall Street banks. He is a Certified Financial Planner™ (CFP©) and previously attained the Certified Divorce Financial Analyst (CDFA) and Certified Portfolio Managers (CPM) designations while at Morgan Stanley. He spends his free time reading (a lot of finance!), with his dog Merle Haggard, serving on various community Boards, or doing anything outside or active.