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Sujatha Sivakumaran

Tiaa-Cref Individual & Institutional Services, LLC

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About Sujatha Sivakumaran

Sujatha Sivakumaran is a financial professional with over a decade of experience in the financial services industry. Sujatha has worked with Morgan Stanley and Fidelity Brokerage Services LLC, and currently is registered with TIAA-CREF Individual & Institutional Services, LLC. Sujatha holds the Series 7 and Series 63 licenses and the SIE designation, allowing her to offer a wide range of financial services to individuals and corporations. Sujatha specializes in financial planning, portfolio management, and the selection of other advisors.

Firm Information

Sujatha Sivakumaran is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Sujatha Sivakumaran’s Registration & Firm History

NJ

07/17/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Iselin NJ)

NY

07/12/2018 - 06/05/2024

MORGAN STANLEY (PURCHASE NY)

NJ

03/23/2012 - 08/10/2017

FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)

NJ

03/23/2012 - 03/19/2014

NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 04/13/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sujatha Sivakumaran.
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