Avi Zolaikhaian Berg
Investment adviser representative at Satovsky Asset Management LLC
11 yearsExperience
1 stateRegistered in
$974.8MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Satovsky Asset Management LLCSep 2021 to now
- UnemployedAug 2020 to Aug 2021
- Elm Ridge, Management, LLCJul 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Satovsky Asset Management LLC
$974.8MAssets managed
216Clients
5Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3119814
- Firm CRD
- 143519