Steven James Sivak

Employer firm

Innovate Wealth CRD 283332

$90.5M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
RETIREMENT PLAN SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Innovate Wealth

Scottdale, PA • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-08-25
TX	RA	APPROVED	2018-10-16
PA	RA	APPROVED	2016-05-19

UT RA
APPROVED

Since 2025-08-25
TX RA
APPROVED

Since 2018-10-16
PA RA
APPROVED

Since 2016-05-19

Branch Locations

Scottdale, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Innovate Wealth	Charlotte	NC	03/2016	Present

03/2016 → Present

Innovate Wealth

Charlotte, NC

Previous Registrations

2009-06-01 → 2016-04-07

Morgan Stanley

Charlotte, NC
2008-02-15 → 2009-06-01

Morgan Stanley & Co. Llc

Charlotte, NC
2007-01-17 → 2008-02-27

Ubs Financial Services Inc.

Charlotte, NC

Other Businesses

Steven J. Sivak receives rental income from short (Airbnb) and long-term property rentals, this requires very little time to manage (<2 hours/month) Steven J Sivak operates Park City Custom Garage. It's not investment related - we upfit custom garages.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-16

S66 Uniform Combined State Law Examination

2007-01-16

Designations

Certified Financial Planner

Other Names

Steven J Sivak

View on SEC IAPD