Unclaimed Profile

David Scott Sivel

COLLECTIVE FAMILY OFFICE, LLC·YORK, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65CFP22 years registeredCOLLECTIVE FAMILY OFFICE, LLC

235 ST. CHARLES WAY, YORK, PA 17402CRD# 2632323Firm CRD# 301274

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Sivel · YORK, PA

Registration

CRD #2632323 · COLLECTIVE FAMILY OFFICE, LLC · 22 years registered

Brand Profile

Not yet started

Career History

COLLECTIVE FAMILY OFFICE, LLC

May 2019 – present

M&T SECURITIES, INC.

Feb 2009 – Mar 2015

LANCASTER, PA

SIVEL CAPITAL MANAGEMENT, INC.

Apr 2004 – Dec 2006

SCHWENKSVILLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 19, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2014Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COLLECTIVE FAMILY OFFICE, LLC

CRD 301274 · SEC 801-115052

AUM

$366M

Regulatory assets under management

Employees

373 client accounts

Services offered by COLLECTIVE FAMILY OFFICE, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COLLECTIVE FAMILY OFFICE, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in YORK?

Browse all registered financial advisors in YORK, Pennsylvania or claim this profile if it's yours.

Browse YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Scott Sivel offer?

David Scott Sivel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in YORK, Pennsylvania for a consultation.

What are David Scott Sivel's credentials?

David Scott Sivel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Scott Sivel located?

David Scott Sivel is based in YORK, Pennsylvania, working with COLLECTIVE FAMILY OFFICE, LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.

How does David Scott Sivel charge for services?

David Scott Sivel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLLECTIVE FAMILY OFFICE, LLC?

COLLECTIVE FAMILY OFFICE, LLC has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →