Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avi? Claim Your ProfileAvi Zolaikhaian Berg is a financial advisor with Satovsky Asset Management LLC, a registered investment advisor based in New York, NY. Avi Berg has been in the industry since 1998. Avi Berg has experience providing financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Avi Berg is also a board member of several organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/05/2021 - Present
Satovsky Asset Management LLC (NEW YORK NY)
NY
05/22/2001 - 03/24/2015
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
NY
09/30/1998 - 01/18/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 10/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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