David Scott Sivel

CFP

Collective Family Office, LLC

21 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Collective Family Office, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

127 clients

Average Client Portfolio

$3.6M average

Assets Under Management

$451.7M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

235 St. Charles Way, Suite 200, York, PA, 17402

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History

Regulatory History (1)

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Customer Dispute

November 2014

Award / Judgment

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Employment History

Current Registrations

Collective Family Office, LLC

May 2019 - Present · 6 yrs 9 mos

Previous Registrations

M&t Securities, INC.Broker

February 2009 - March 2015 · 6 yrs 1 mo

M&t Securities, INC.

February 2009 - March 2015 · 6 yrs 1 mo

Sivel Capital Management, INC.

April 2004 - December 2006 · 2 yrs 8 mos

Morgan Stanley Dw INC.Broker

January 1999 - April 2001 · 2 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 1995 - January 1999 · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.