David Sivel, financial advisor York PA

David Sivel

CRD Number: 2632323
Current Firm: Collective Family Office, LLC

David Sivel (CRD# 2632323) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 22 years of experience in the finance industry. David Sivel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Collective Family Office, LLC York, PA May 2019 - Current 4
Bny Mellon Wealth Management Harrisburg, PA Mar 2015 - May 2019 4
M&t Securities, Inc. Lancaster, PA Feb 2009 - Mar 2015 6
Wilmington Trust York, PA Jan 2008 - Mar 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Jun 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David S. Sivel
Phone Number: (717) 893-5055
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    366
    MILLIONS
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $982,200
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

MD, PA

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