Innovate Wealth (CRD# 283332) is a financial advisory firm headquartered in , . They manage $12,200,000 in 96 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts96ACCOUNTS
Average Account Value$127,083
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, PA, TX
Steven Sivak (CRD# 5244147) is an Investment Advisor Representative working at Innovate Wealth in Pittsburgh, PA and has over 11 years of experience in the finance industry. Steven Sivak 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.