SS
Sivan L. Sack
ALLIANCEBERNSTEIN L.P.
SAN FRANCISCO, CA 94104
Some features on this profile are disabled
CRD#: 6844366
SS
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 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sivan Loren Krems | Sivan Krems
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sivan Loren Sack's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 22, 2023 - Present
ALLIANCEBERNSTEIN L.P.
Office #1: 555 California Street 44th Floor, San Francisco, CA, 94104RIA
CRD#: 108477
SAN FRANCISCO, CA
Current
August 22, 2023 - Present
SANFORD C. BERNSTEIN & CO., LLC
Office #1: 555 California Street 44th Floor, San Francisco, CA, 94104RIA
BD
CRD#: 104474
San Francisco, CA
Past
January 3, 2018 - October 29, 2021
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
San Francisco, CA
Past
October 10, 2017 - October 29, 2021
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
SAN FRANCISCO, CA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(8/22/2023)
RR
California(8/23/2023)
RR
New York(5/22/2025)
RR
Ohio(5/21/2025)
RR
Virginia(5/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AL
ALLIANCEBERNSTEIN L.P.
ALLIANCE CAPITAL MANAGEMENT L P | ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
RIA
Registered Investment Advisory firm - (8/13/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Commerce Street, Nashville, TN 37203
Mailing Address
Phone number
(615) 622-0000
Established
Firm type
Fiscal year end
# of Employees
3,994
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 68,593 |
| AUM (Assets Under Management) | $ 709,162,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2024 | ||
| 10/27/2023 |
Red Flags
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.
