David
Sivel
Collective Family Office, LLC
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About this Advisor
David Sivel is a financial advisor based in York, Pennsylvania, working with Collective Family Office, LLC. David has previously held positions at M&T Securities, Inc, Wilmington Trust, Bny Mellon Wealth Management, and Collective Family Office, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, David is part of Collective Family Office, LLC, which operates out of York, Pennsylvania. The firm has 4 employees and manages assets totaling $366.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Collective Family Office, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Collective Family Office, LLC Brokerage Details
$366,360,496
4
373
$982,200
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Sivel Work History
Collective Family Office, LLC
Bny Mellon Wealth Management
M&T Securities, Inc
Wilmington Trust
Disclosures
Please visit the SEC profile of David Sivel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collective Family Office, LLC
York, PA
York, PA
York, PA
York, PA
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