Yohan Sivakumar
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets
Are you Yohan Sivakumar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- UBS Financial Services Inc.Oct 2025 to now
- Neuromuscular Research Center (nrcaz)Jan 2024 to now
- Self EmployedAug 2021 to Jan 2022
- The Vanguard Group, Inc.Aug 2020 to Sep 2025
- College X-ing, LLCAug 2019 to Sep 2021
- Arizona State UniversityAug 2019 to May 2020
- Cawley Career Center, Georgetown UniversityAug 2018 to May 2019
- Central Bank of Sri Lanka, Department of StatisticsJun 2018 to Jul 2018
- Department of the Treasury, It DivisionJan 2018 to May 2018
- The Smithsonian/u.s. Department of the StateSep 2017 to Dec 2017
- Office of Residential Living, Georgetown UniversityMay 2017 to Aug 2017
- The Washington International SchoolAug 2016 to May 2017
- Georgetown UniversitySep 2015 to May 2019
- Neuromuscular Research Center (nrcaz)Aug 2015 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7285317
- Firm CRD
- 8174