Sujatha Theddu

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2008 → 06/2017
  Reliance Capital Asset Management Limited
  Bangalore, Karnataka
• 07/2017 → 08/2019
  None - Sabbatical
  Boynton Beach, FL
• 09/2019 → 11/2019
  Morgan Stanley
  Menlo Park, CA
• 12/2019 → 05/2020
  None
  Austin, TX
• 06/2020 → 12/2025
  Austin Private Wealth
  Austin, TX
• 01/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2020-11-23 → 2026-02-18
  Austin Private Wealth, Llc
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-23