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Sujatha Theddu

Cerity Partners LLC

Austin, TX

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reliance Capital Asset Management Limited Bangalore, Karnataka 06/2008 06/2017
None - Sabbatical Boynton Beach FL 07/2017 08/2019
Morgan Stanley Menlo Park CA 09/2019 11/2019
None Austin TX 12/2019 05/2020
Austin Private Wealth Austin TX 06/2020 12/2025
Cerity Partners Llc New York NY 01/2026 Present
  • 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
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-23
  • S65 Uniform Investment Adviser Law Examination
    2020-11-23

View on SEC IAPD

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