Avi Zolaikhaian Berg

Employer firm

Satovsky Asset Management LLC CRD 143519

$975M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2020
  Elm Ridge, Management, Llc
  New York, NY
• 09/2021 → Present
  Satovsky Asset Management Llc
  New York, NY
• 08/2020 → 08/2021
  Unemployed
  New York, NY

Other Businesses

1.Board Membership: Not Investment Related. Financial Accounting Standards Advisory Council (FASAC), Council Member. 401 Merritt 7 P.O. Box 5116 Norwalk, CT. No compensation received. Approx. 3 hrs./month. 2.Board Membership: Not Investment Related. Park Hill Tenants (Co-op), Treasurer and Board Member. 1199 PARK AVENUE, New York, NY. No compensation received. Approx. 3 hrs./month. 3.Outside Advisor: Not Investment Related. Quantum Farma (Private Company). Victoria House, 18 Dalston Gardens, Stanmore, Middlesex, HA7 1BU, United Kingdom. No compensation received. Approx. 3 hrs./month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-05
• S63 Uniform Securities Agent State Law Examination
  2012-02-06

Other Names

• Avi Berg
• Avi Zolaikhaian Berg
• Avi Z Berg