Planmember Securities
29yrs
Top advisor by experience in Irvington
4yrs
Tivan Szigethy
Financial advisor at Strategic Advisers
Tivan Szigethy has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Irvington, New York. Tivan has been with Strategic Advisers since 2025. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Irvington, and one of 10 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeIrvington, NY
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowStrategic Advisers LLCCurrent firm
Questions to ask Tivan
Tailored to Tivan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tivan
How do I contact Tivan?
Call Strategic Advisers at 617-563-7000 and ask for Tivan Szigethy. Tivan works from the Irvington, NY office.
How long has Tivan been a financial advisor?
Tivan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Tivan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tivan a fiduciary?
Tivan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tivan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Tivan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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