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Livio Baricevic

Bernstein Institutional Services LLC

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About Livio Baricevic

Livio Baricevic is a registered representative with Bernstein Institutional Services LLC. Livio has been in the financial services industry since 2018. Previously, Livio was employed by Sanford C. Bernstein & Co., LLC. Livio holds the Series 99 and SIE licenses. Bernstein Institutional Services LLC provides portfolio management for individuals and pooled investment vehicles, publishes periodicals, and offers educational seminars.

Firm Information

Livio Baricevic is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Livio Baricevic’s Registration & Firm History

NY

03/29/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

03/31/2018 - 03/29/2024

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Livio Baricevic.
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