Tatiana A. Sunik
FORUM FINANCIAL MANAGEMENT, LP | Senior Wealth Advisor
Red Bank, NJ 07701
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CRD#: 4867152
Professional summary
Tatiana Aleksandra Sunik, CFP®, who also goes by Tatiana Alexsandra Nadeev, Tatiana Nadeev, Tatyana Alexsandra Nadeev, Tatyana Alexsandra Nadeyeva, Tatyana Nadeyeva, is a registered financial advisor currently at FORUM FINANCIAL MANAGEMENT, LP located in Red Bank, New Jersey.
Tatiana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tatiana has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Tatiana provides comprehensive wealth management and financial planning services to high-net-worth individuals and their families. Having experienced divorce herself, she also engages with individuals considering divorce or going through a divorce process.
Prior to joining Mariner Wealth Advisors, Tatiana spent 16 years at a New York City-based RIA firm and previously held positions at Citigroup and Raymond James. She has dedicated her career of almost 20 years to working in the independent wealth management space.
Tatiana received her bachelor’s in business administration degree with honors from Ithaca College.
Question & Answer
What are your service offerings?
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Tax Planning
Elder Care
Education Planning
Budgeting
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
Tatiana Alexsandra Nadeev | Tatiana Nadeev | Tatyana Alexsandra Nadeev | Tatyana Alexsandra Nadeyeva | Tatyana Nadeyeva
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Hera Financial; Not investment-related; 405 Grand Ridge Drive, Ridgefield, NJ 07657; Financial planning and divorce financial planning; Founder; 6/2024; 60 hours/month devoted; 60 hours during securities trading hours; Financial planning and divorce financial planning
CRS (Client Relationship Summary) - RIA
Click below to view Tatiana Aleksandra Sunik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
November 6, 2024 - Present
FORUM FINANCIAL MANAGEMENT, LP
Office #1: 229 Broad Street, Red Bank, NJ 07701RIA
CRD#: 145706
Red Bank, NJ
Past
August 11, 2023 - May 28, 2024
MARINER WEALTH
RIA
CRD#: 140195
New York, NY
Past
June 5, 2007 - July 10, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NEW YORK, NY
Past
April 19, 2006 - April 27, 2007
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
March 9, 2005 - March 11, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
January 1, 2005 - February 28, 2005
LAIDLAW & COMPANY (UK) LTD.
BD
CRD#: 119037
LONDON,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FORUM FINANCIAL MANAGEMENT, LP
FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL
CRD#: 145706 / SEC#: 801-69970
RIA
Registered Investment Advisory firm - (3/9/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(11/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FF
FORUM FINANCIAL MANAGEMENT, LP
FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL
CRD#: 145706 / SEC#: 801-69970
RIA
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Contact information
Main Address
1900 South Highland Avenue Suite 100, Lombard, IL 60148
Mailing Address
Phone number
(630) 873-8520
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21,456 |
| AUM (Assets Under Management) | $ 9,030,636,924 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 12/20/2024 | ||
| 10/19/2023 |
Red Flags
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Company Information
FORUM FINANCIAL MANAGEMENT, LP
Senior Wealth AdvisorCRD#: 145706Red Bank, NJ 07701TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
