Kabir Sivjee

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-22
CA	RA	APPROVED	2025-08-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	04/2025	Present
True Path Financial And Insurance Services	Irvine	CA	07/2023	04/2025
Tustin Ranch Golf Course	Tustin	CA	06/2021	08/2021
Tilly's	Irvine	CA	06/2019	08/2019
San Diego State University	San Diego	CA	08/2019	05/2023
Arnold O. Beckman High School	Irvine	CA	08/2015	05/2019
Bank Of America, N.A.	Newport Beach	CA	05/2025	Present

04/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
07/2023 → 04/2025

True Path Financial And Insurance Services

Irvine, CA
06/2021 → 08/2021

Tustin Ranch Golf Course

Tustin, CA
06/2019 → 08/2019

Tilly's

Irvine, CA
08/2019 → 05/2023

San Diego State University

San Diego, CA
08/2015 → 05/2019

Arnold O. Beckman High School

Irvine, CA
05/2025 → Present

Bank Of America, N.A.

Newport Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-01

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