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Sivan Loren Sack

ALLIANCEBERNSTEIN L.P.
SAN FRANCISCO, CA
·CRD# 6844366·9 years experience

Professional Summary

Sivan Loren Sack, who also goes by Sivan Loren Krems, Sivan Krems, is a registered financial advisor currently at ALLIANCEBERNSTEIN L.P. located in San Francisco, California and SANFORD C. BERNSTEIN & CO., LLC located in San Francisco, California. Sivan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Sivan has worked at 4 firms and has passed the Series 66, SIE and Series 7...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sivan Loren Krems, Sivan Krems

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

ALLIANCEBERNSTEIN L.P.·CRD# 108477
RIA
1. 555 California Street 44th Floor, San Francisco, CA, 941042. San Francisco, CA
August 22, 2023 - Present
SANFORD C. BERNSTEIN & CO., LLC·CRD# 104474
RIA
BD
555 California Street 44th Floor, San Francisco, CA, 94104
August 22, 2023 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC·CRD# 108928
RIA
San Francisco, CA
January 3, 2018 - October 29, 2021
BLACKROCK INVESTMENTS, LLC·CRD# 38642
BD
San Francisco, CA
October 10, 2017 - October 29, 2021

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Current Firm

AL
ALLIANCEBERNSTEIN L.P.

ALLIANCE CAPITAL MANAGEMENT L P | ALLIANCEBERNSTEIN L.P.

CRD#: 108477 / SEC#: 801-56720
RIA
Registered Investment Advisory firm - SEC (8/13/1999 Approved)

Contact Information

Main Address

501 Commerce Street, Nashville, TN 37203

Phone Number

(615) 622-0000

# of Employees

4,204

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT FORM ADV BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

75,956

AUM (Assets Under Management)

$763,401,000,000

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/19/2025Cover PageReport
11/25/2024Cover PageReport
10/27/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Count: 2 1) BusinessName: Maccabi USA INVESTMENT RELATED: No ADDRESS: 1511 Walnut St #401, Philadelphia, PA 19102 NATURE OF BUSINESS: The volunteer chair Open Tennis role involve hiring a coach, building a strong U.S. roster, and fundraising for the team. The goal is to ensure that participants for the US Open tennis delegation have a great experience. POSITION: Volunteer Chair for Open Tennis Team RELATIONSHIP: 2024-03-01 APPROXIMATE NUMBER HOURS: 8 hours/month, 2 hours during trading hours YOUR DUTIES: I help recruit competitive players for the team, helped hire a coach, help select the team, and ensure that the experience is a great one for participants. 2) BusinessName: California Tennis Club INVESTMENT RELATED: No ADDRESS: 1770 Scott St, San Francisco NATURE OF BUSINESS: California Tennis Club is one of the oldest family-oriented, private tennis clubs in the United States. POSITION: Membership Committee RELATIONSHIP: 2024-02-14 APPROXIMATE NUMBER HOURS: -1 hours/month, 0 hours during trading hours YOUR DUTIES: The scope of my involvement is that I attend often monthly membership meetings, where I along with several other members mingle with potential new members. The goals are for the potential new members to know more people at the club as we are members in good standing. Most of these people have been on a multi-year waitlist to try to get into the club.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AL
ALLIANCEBERNSTEIN L.P.

ALLIANCE CAPITAL MANAGEMENT L P | ALLIANCEBERNSTEIN L.P.

CRD#: 108477 / SEC#: 801-56720
RIA
Registered Investment Advisory firm - SEC (8/13/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
California
(8/22/2023)
RR
California
(8/23/2023)
RR
New York
(5/22/2025)
RR
Ohio
(1/12/2026)
RR
Virginia
(5/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2017About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Sivan Loren Sack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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