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Sivan Sack

6 Years of Experience
San Francisco, CA
Broker

Sivan Sack is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in San Francisco, CA, with 6 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

555 California Street, 44th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Sivan is a volunteer chair for the Open Tennis Team at Maccabi USA, a non-investment related activity. This role involves recruiting players, hiring a coach, selecting the team, fundraising, and ensuring a positive experience for participants, taking a few hours per week.

Employment History
Current Registrations
Sanford C. Bernstein & CO., LLCBroker
August 2023 - Present · 2 yrs 9 mos
Alliancebernstein L.P.
August 2023 - Present · 2 yrs 9 mos
Sanford C. Bernstein & CO., LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Blackrock Investment Management, LLC
January 2018 - October 2021 · 3 yrs 9 mos
Blackrock Investments, LLCBroker
October 2017 - October 2021 · 4 yrs
State Registrations4 states
CANYOHVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Sivan Sack - Financial Advisor | TrueAdvisor